2023 Form 5500 filing — United Labor Agency 401k 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 20241011172419NAL0011223363001) for United Labor Agency 401k Profit Sharing Plan, reported by United Labor Agency under EIN 23-7180005 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011172419NAL0011223363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Labor Agency
- EIN
- 23-7180005
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,638,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,638,233
- Employer contributions
- $360,625
- Participant contributions
- $159,342
- Total income / additions
- $1,368,964
- Benefits paid
- $498,958
- Administrative expenses
- $6,735
- Total expenses
- $505,693
- Net increase / (decrease)
- $863,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | SERVICE PROVIDER | $0 | $12,504 |
| Trinity Pension Consultants, Inc. | OTHER SERVICES | $0 | $2,959 |
| Morningstar | SERVICE PROVIDER | $642 | $1,489 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $642 | $1,489 |
| Maloney & Novotny LLC | AUDITOR | $0 | not reported in the loaded dataset |