2023 Form 5500 filing — Iatse Local 48 Money Purchase Pension 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 20241015121508NAL0028369009003) for Iatse Local 48 Money Purchase Pension Plan, reported by Iatse Local 48 under EIN 34-0680394 and plan number 001. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,123,843
Participants78
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015121508NAL0028369009003
Plan sponsor
Iatse Local 48
EIN
34-0680394
Plan number
001
Location
Akron, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.1M total assets
Net assets$7.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$456K
Benefits paid / distributions$427K
Contributions
Employer$227.5K
Participant$11.7K
Full reported line items
Total assets (EOY)
$7,123,843
Net assets (EOY)
$7,123,843
Employer contributions
$227,483
Participant contributions
$11,705
Total income / additions
$1,326,248
Benefits paid
$426,977
Administrative expenses
$26,859
Total expenses
$456,028
Net increase / (decrease)
$870,220

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015121508NAL0028369009003 cover?
It is the 2023 Form 5500 filing for Iatse Local 48 Money Purchase Pension Plan, reported by Iatse Local 48 (EIN 34-0680394).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages