Plan5500

2023 Form 5500 filing — Neca - Ibew Local Union No 584 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 20241022160023NAL0004341104001) for Neca - Ibew Local Union No 584 Profit Sharing Plan, reported by Board Of Trustees Of Neca-Ibew Lu Number 584 Profit Sharing Plan under EIN 73-1407442 and plan number 003. It reports 1,224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241022160023NAL0004341104001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Neca-Ibew Lu Number 584 Profit Sharing Plan
EIN
73-1407442
Plan number
003
Location
Dallas, TX
Participants
1,224
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,115,336
Total liabilities (EOY)
$31,540
Net assets (EOY)
$29,083,796
Employer contributions
$1,722,355
Participant contributions
$712,450
Total income / additions
$6,217,251
Benefits paid
$1,477,875
Administrative expenses
$230,621
Total expenses
$1,783,649
Net increase / (decrease)
$4,433,602
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Neca Ibew Local 584INVESTMENT ADVISORY$169,048not reported in the loaded dataset
Prudential Retirement Ins & AnnuityADMINISTRATION$95,653$0
Rbc Wealth ManagementINVESTMENT MANAGER$39,295not reported in the loaded dataset
Southwest Benefit AdministratorsCONTRACT ADMINISTRATOR$29,646not reported in the loaded dataset
Accounting Solutions Group LLCAUDITOR$10,750not reported in the loaded dataset
Conner & Winters LLCPLAN ATTORNEY$3,787not reported in the loaded dataset

Related Form 5500 pages