2023 Form 5500 filing — New England Teamsters Local 25 Savings And Investment 401(K) 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 20241015142711NAL0014838963001) for New England Teamsters Local 25 Savings And Investment 401(K) Plan, reported by Teamsters Local Union No. 25 under EIN 04-1172100 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$9.3MReported net assets$9,306,707
Participants0
Provider compensation$95.2K3 Schedule C row(s)$95,234
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015142711NAL0014838963001
Plan sponsor
Teamsters Local Union No. 25
EIN
04-1172100
Plan number
001
Location
Boston, MA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$856.3K
Benefits paid / distributions$761.1K
Contributions
Employer$96.2K
Participant$576.7K
Full reported line items
Total assets (EOY)
$9,306,707
Total liabilities (EOY)
$0
Net assets (EOY)
$9,306,707
Employer contributions
$96,239
Participant contributions
$576,706
Total income / additions
$1,975,550
Benefits paid
$761,076
Administrative expenses
$95,234
Total expenses
$856,310
Net increase / (decrease)
$1,119,240
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $50.6K · Indirect $0
  2. 2
    ADVISOR · Direct $36.3K
  3. 3
    TRUSTEE · Direct $8.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015142711NAL0014838963001 cover?
It is the 2023 Form 5500 filing for New England Teamsters Local 25 Savings And Investment 401(K) Plan, reported by Teamsters Local Union No. 25 (EIN 04-1172100).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages