Teamsters Local 929 Retirement Plan — Form 5500 plan (Trustees Of Teamsters Local 929 Retirement 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, Teamsters Local 929 Retirement Plan is a benefit plan reported by Trustees Of Teamsters Local 929 Retirement Plan under EIN 23-2592447 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,765 participants and $29,920,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Teamsters Local 929 Retirement Plan
- EIN
- 23-2592447
- Plan number
- 001
- Plan type
- 1
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 2,765
- End-of-year plan assets
- $29,920,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,765 | H, C | 20241010171602NAL0041657058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,920,029
- Total liabilities (EOY)
- $30,902
- Net assets (EOY)
- $29,889,127
- Net assets (BOY)
- $26,514,296
Income & contributions
- Employer contributions
- $2,376,770
- Total contributions
- $2,376,770
- Total income / additions
- $6,237,839
Expenses & distributions
- Benefits paid
- $2,543,786
- Administrative expenses
- $319,222
- Total expenses
- $2,863,008
- Net increase / (decrease)
- $3,374,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Administrative Service Professional | NONE | $143,741 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $107,813 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $22,228 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $12,750 | not reported in the loaded dataset | 2023 |
| Spear Wilderman Pc | NONE | $12,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Teamsters Local 929 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- Administrative Service Professional — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Spear Wilderman Pc — Schedule C compensation