Defined Contribution Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund — Form 5500 plan (Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team)
Plain-English plan 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, Defined Contribution Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund is a benefit plan reported by Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team under EIN 13-6043977 and plan number 002. The latest loaded filing year is 2023. The filing reports 302 participants and $15,025,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team
- EIN
- 13-6043977
- Plan number
- 002
- Plan type
- 1
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $15,025,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20250313165940NAL0033362192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,025,524
- Total liabilities (EOY)
- $19,101
- Net assets (EOY)
- $15,006,423
- Net assets (BOY)
- $13,006,139
Income & contributions
- Employer contributions
- $1,236,771
- Total contributions
- $1,236,771
- Total income / additions
- $3,132,752
Expenses & distributions
- Benefits paid
- $977,320
- Administrative expenses
- $155,148
- Total expenses
- $1,132,468
- Net increase / (decrease)
- $2,000,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Lakes Advisors, LLC | NONE | $22,602 | not reported in the loaded dataset | 2023 |
| Mspc Cpa'S & Advisors | ACCOUNTANT FOR LOCAL 701 | $17,137 | not reported in the loaded dataset | 2023 |
| Ernest Soehl | TRUSTEE | $7,500 | not reported in the loaded dataset | 2023 |
| Lamar Beinhower | TRUSTEE | $7,500 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $5,458 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Defined Contribution Plan Of The Mid Jersey Trucking Industry And Team
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Brunswick, NJ
- Great Lakes Advisors, LLC — Schedule C compensation
- Mspc Cpa'S & Advisors — Schedule C compensation
- Ernest Soehl — Schedule C compensation
- Lamar Beinhower — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation