Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan — Form 5500 plan (Retail Wholesale Department Store Defined Contribution Pension 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, Retail Wholesale Department Store Union Local 1034 Defined Contribution Pension Plan is a benefit plan reported by Retail Wholesale Department Store Defined Contribution Pension Plan under EIN 22-6289686 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,265 participants and $4,066,919 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retail Wholesale Department Store Defined Contribution Pension Plan
- EIN
- 22-6289686
- Plan number
- 005
- Plan type
- 1
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 2,265
- End-of-year plan assets
- $4,066,919
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,265 | H, C | 20240821134419NAL0007070160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,066,919
- Total liabilities (EOY)
- $18,985
- Net assets (EOY)
- $4,047,934
- Net assets (BOY)
- $3,862,211
Income & contributions
- Employer contributions
- $161,365
- Total contributions
- $161,365
- Total income / additions
- $600,962
Expenses & distributions
- Benefits paid
- $325,049
- Administrative expenses
- $90,190
- Total expenses
- $415,239
- Net increase / (decrease)
- $185,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| O Neill Consulting Corporation | NONE | $27,969 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $16,521 | not reported in the loaded dataset | 2023 |
| Chernow Kurtzman And Company, P.C. | NONE | $12,250 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $5,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retail Wholesale Department Store Defined Contribution Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- O Neill Consulting Corporation — Schedule C compensation
- Pfm Advisors — Schedule C compensation
- Chernow Kurtzman And Company, P.C. — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- Novak Francella LLC — Schedule C compensation