Machinists' Money Purchase Pension Fund — Form 5500 plan (Machinists' Money Purchase Pension Fund)
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, Machinists' Money Purchase Pension Fund is a benefit plan reported by Machinists' Money Purchase Pension Fund under EIN 22-3290508 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,819 participants and $64,308,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Machinists' Money Purchase Pension Fund
- EIN
- 22-3290508
- Plan number
- 001
- Plan type
- 1
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 7,819
- End-of-year plan assets
- $64,308,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,819 | H, C | 20241015224239NAL0017303955003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,308,929
- Total liabilities (EOY)
- $1,819
- Net assets (EOY)
- $64,307,110
- Net assets (BOY)
- $59,454,995
Income & contributions
- Employer contributions
- $3,800,886
- Total contributions
- $3,800,886
- Total income / additions
- $9,665,829
Expenses & distributions
- Benefits paid
- $4,300,426
- Administrative expenses
- $513,288
- Total expenses
- $4,813,714
- Net increase / (decrease)
- $4,852,115
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | SVS FOR RELATED BEN PLAN | $246,840 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | SVS FOR RELATED BEN PLAN | $55,432 | $0 | 2023 |
| Buchbinder Tunick & Co. Llp | SVS FOR RELATED BEN PLAN | $53,350 | not reported in the loaded dataset | 2023 |
| Klein Zelman Rothermel Jacobs & Sch | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky & Drogin | SVS FOR RELATED BEN PLAN | $13,013 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Machinists' Money Purchase Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- Zenith American Solutions — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Buchbinder Tunick & Co. Llp — Schedule C compensation
- Klein Zelman Rothermel Jacobs & Sch — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Tarter Krinsky & Drogin — Schedule C compensation