2023 Form 5500 filing — National Elevator Industry Fund Office Employees 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 20241015153758NAL0014982851002) for National Elevator Industry Fund Office Employees 401(K) Plan, reported by National Elevator Industry Office Employees Pension Plan under EIN 23-2624860 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153758NAL0014982851002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Elevator Industry Office Employees Pension Plan
- EIN
- 23-2624860
- Plan number
- 001
- Location
- Newtown Square, PA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,585,276
- Net assets (EOY)
- $21,585,276
- Employer contributions
- $403,158
- Participant contributions
- $516,240
- Total income / additions
- $4,129,246
- Benefits paid
- $257,356
- Total expenses
- $258,301
- Net increase / (decrease)
- $3,870,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Insurance Co. Of America | RECORDKEEPER | $0 | $0 |