2023 Form 5500 filing — Bricklayers Local No 21 Of Pa 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 20250107111820NAL0009252609001) for Bricklayers Local No 21 Of Pa Pension Plan, reported by Bricklayers Masons & Tilesetters under EIN 23-6405068 and plan number 001. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250107111820NAL0009252609001
Filing year
2023
Form type
1
Plan sponsor
Bricklayers Masons & Tilesetters
EIN
23-6405068
Plan number
001
Location
Wyomissing, PA
Participants
66
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,392,347
Total liabilities (EOY)
$46,193
Net assets (EOY)
$9,346,154
Employer contributions
$291,434
Total income / additions
$1,388,254
Benefits paid
$104,471
Administrative expenses
$34,221
Total expenses
$138,692
Net increase / (decrease)
$1,249,562
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Northeast Financial GroupSERVICE PROVIDER$14,400$15,457
Alan Ross & Company PcAUDITOR$10,000not reported in the loaded dataset
O'Donoghue & O'DonoghueLEGAL SERVICES$5,638not reported in the loaded dataset

Related Form 5500 pages