2023 Form 5500 filing — Basic The International Association Of Machinists & Aerospace Workers
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 20241010140648NAL0034326944001) for Basic The International Association Of Machinists & Aerospace Workers, reported by Joint Board Of Trustees under EIN 83-0730170 and plan number 501. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140648NAL0034326944001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees
- EIN
- 83-0730170
- Plan number
- 501
- Location
- Sheffield, AL
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $669,599
- Total liabilities (EOY)
- $48
- Net assets (EOY)
- $669,551
- Employer contributions
- $556,874
- Total income / additions
- $556,874
- Benefits paid
- $271,300
- Administrative expenses
- $210,882
- Total expenses
- $482,182
- Net increase / (decrease)
- $74,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jonathan W Dean | EMPLOYEE | $120,000 | not reported in the loaded dataset |
| Ted Soileau Cpa LLC | ACCOUNTANT | $28,540 | not reported in the loaded dataset |
| Branstetter Stranch & Jennings | ATTORNEY | $4,500 | not reported in the loaded dataset |
| Lindsey Oliver | EMPLOYEE | $4,129 | not reported in the loaded dataset |
| Lisa Cuevas | EMPLOYEE | $1,380 | not reported in the loaded dataset |