2023 Form 5500 filing — Union Rescue Mission 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 20241029105503NAL0002625811001) for Union Rescue Mission 401(K) Plan, reported by Union Rescue Mission under EIN 95-1709293 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029105503NAL0002625811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Rescue Mission
- EIN
- 95-1709293
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,794,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,794,910
- Employer contributions
- $279,601
- Participant contributions
- $471,791
- Total income / additions
- $1,239,098
- Benefits paid
- $500,255
- Administrative expenses
- $53,465
- Total expenses
- $553,720
- Net increase / (decrease)
- $685,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Cor | RECORDKEEPER | $28,600 | $0 |
| Hicks Pension Services | RECORDKEEPER | $12,675 | $168 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT AD VISORY | $8,454 | not reported in the loaded dataset |