2023 Form 5500 filing — U.A.P.P. Local Union No.142 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 20250405125402NAL0013424801001) for U.A.P.P. Local Union No.142 Profit Sharing Plan, reported by U.A.P.P. Local Union No. 142 Profit Sharing Plan under EIN 74-6181280 and plan number 002. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250405125402NAL0013424801001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- U.A.P.P. Local Union No. 142 Profit Sharing Plan
- EIN
- 74-6181280
- Plan number
- 002
- Location
- Richardson, TX
- Participants
- 760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,108,700
- Total liabilities (EOY)
- $127,976
- Net assets (EOY)
- $7,980,724
- Participant contributions
- $339,558
- Total income / additions
- $1,439,176
- Benefits paid
- $645,973
- Administrative expenses
- $214,020
- Total expenses
- $859,993
- Net increase / (decrease)
- $579,183
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Benefit Group | not reported in the loaded dataset | $37,422 | not reported in the loaded dataset |
| Harper & Pearson Company Pc | not reported in the loaded dataset | $18,833 | not reported in the loaded dataset |
| Southwest Service Administrator | not reported in the loaded dataset | $17,070 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | not reported in the loaded dataset | $16,245 | not reported in the loaded dataset |
| Conner & Winters | not reported in the loaded dataset | $12,639 | not reported in the loaded dataset |