2023 Form 5500 filing — Communications Wkrs Of America 401(K) Tax Deferred Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925134923NAL0014408113001) for Communications Wkrs Of America 401(K) Tax Deferred Savings Plan, reported by Communications Wkrs Of America under EIN 53-0246709 and plan number 005. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925134923NAL0014408113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Communications Wkrs Of America
- EIN
- 53-0246709
- Plan number
- 005
- Location
- Washington, DC
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,414,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,414,396
- Employer contributions
- $2,247,323
- Participant contributions
- $4,043,397
- Total income / additions
- $19,904,675
- Benefits paid
- $9,154,160
- Administrative expenses
- $45,217
- Total expenses
- $9,203,293
- Net increase / (decrease)
- $10,701,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slevin & Hart, Pc | NONE | $21,173 | not reported in the loaded dataset |
| Eberts And Harrison, Inc. | NONE | $12,094 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,925 | $0 |
| Segal Advisors Inc | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |