2023 Form 5500 filing — Adalet Ibew Local No. 1377 401(K) Retirement 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 20241010102621NAL0020818289001) for Adalet Ibew Local No. 1377 401(K) Retirement Savings Plan, reported by Adalet/Scott Fetzer Company under EIN 47-0691259 and plan number 009. It reports 94 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,770,373
Participants94
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241010102621NAL0020818289001
- Plan sponsor
- Adalet/Scott Fetzer Company
- EIN
- 47-0691259
- Plan number
- 009
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,770,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,770,373
- Employer contributions
- $43,385
- Participant contributions
- $192,521
- Total income / additions
- $755,264
- Benefits paid
- $239,265
- Administrative expenses
- $8,752
- Total expenses
- $248,017
- Net increase / (decrease)
- $507,247