2023 Form 5500 filing — Iatse Local 27 Profit Sharing 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 20241009174506NAL0038582466002) for Iatse Local 27 Profit Sharing Plan, reported by Trustees - Iatse Local 27 Profit Sharing Plan under EIN 34-1783226 and plan number 002. It reports 4,470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009174506NAL0038582466002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Iatse Local 27 Profit Sharing Plan
- EIN
- 34-1783226
- Plan number
- 002
- Location
- Westlake, OH
- Participants
- 4,470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,273,566
- Total liabilities (EOY)
- $508
- Net assets (EOY)
- $10,273,058
- Employer contributions
- $667,359
- Total income / additions
- $1,700,429
- Benefits paid
- $604,233
- Administrative expenses
- $148,587
- Total expenses
- $752,820
- Net increase / (decrease)
- $947,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quayle Co. Securities | N/A | $37,183 | not reported in the loaded dataset |
| Neitzel, Luke & Salopek, Inc. | N/A | $15,030 | not reported in the loaded dataset |
| Fusco Gallagher & Porcaro Llp | N/A | $2,330 | not reported in the loaded dataset |