2023 Form 5500 filing — Wood Wire And Metal Lathing Ind. General Pension Plan & General Pension Fund

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 20241014190009NAL0045710224002) for Wood Wire And Metal Lathing Ind. General Pension Plan & General Pension Fund, reported by Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund under EIN 52-6123548 and plan number 001. It reports 914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014190009NAL0045710224002
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund
EIN
52-6123548
Plan number
001
Location
Wilmington, DE
Participants
914
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,588,095
Total liabilities (EOY)
$18,131
Net assets (EOY)
$4,569,964
Total income / additions
$578,647
Benefits paid
$378,338
Administrative expenses
$223,806
Total expenses
$602,144
Net increase / (decrease)
-$23,497
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Zenith American SolutionsNONE$103,980not reported in the loaded dataset
Pfm Asset Management LLCNONE$20,000not reported in the loaded dataset
Markowitz & RichmanNONE$16,875not reported in the loaded dataset
Richard Gabriel AssociatesNONE$12,700not reported in the loaded dataset
Cypher & CypherNONE$9,682not reported in the loaded dataset

Related Form 5500 pages