Local 360 401(K) And Severance Plan — Form 5500 plan (Local 360 401(K) And Severance Plan)
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, Local 360 401(K) And Severance Plan is a benefit plan reported by Local 360 401(K) And Severance Plan under EIN 22-2450938 and plan number 009. The latest loaded filing year is 2023. The filing reports 1,093 participants and $9,594,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 360 401(K) And Severance Plan
- EIN
- 22-2450938
- Plan number
- 009
- Plan type
- 1
- Location
- Pine Brook, NJ
- Latest filing year
- 2023
- Participants
- 1,093
- End-of-year plan assets
- $9,594,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,093 | H, C | 20241016124506NAL0061294946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,594,640
- Total liabilities (EOY)
- $74,699
- Net assets (EOY)
- $9,519,941
- Net assets (BOY)
- $7,952,236
Income & contributions
- Employer contributions
- $1,320,777
- Participant contributions
- $58,524
- Total contributions
- $1,379,301
- Total income / additions
- $2,399,518
Expenses & distributions
- Benefits paid
- $607,334
- Administrative expenses
- $224,479
- Total expenses
- $831,813
- Net increase / (decrease)
- $1,567,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-State Administrators Inc | NONE | $101,748 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance | NONE | $66,589 | not reported in the loaded dataset | 2023 |
| Baratz & Associates, P.A. | NONE | $30,100 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $18,762 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $5,590 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 360 401(K) And Severance Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pine Brook, NJ
- Tri-State Administrators Inc — Schedule C compensation
- Transamerica Life Insurance — Schedule C compensation
- Baratz & Associates, P.A. — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Spear Wilderman — Schedule C compensation