United Labor Agency 401k Profit Sharing Plan — Form 5500 plan (United Labor Agency)
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, United Labor Agency 401k Profit Sharing Plan is a benefit plan reported by United Labor Agency under EIN 23-7180005 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $6,638,233 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Labor Agency
- EIN
- 23-7180005
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $6,638,233
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241011172419NAL0011223363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,638,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,638,233
- Net assets (BOY)
- $5,774,962
Income & contributions
- Employer contributions
- $360,625
- Participant contributions
- $159,342
- Total contributions
- $538,233
- Total income / additions
- $1,368,964
Expenses & distributions
- Benefits paid
- $498,958
- Administrative expenses
- $6,735
- Total expenses
- $505,693
- Net increase / (decrease)
- $863,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ancora Retirement Plan Advisors Inc | SERVICE PROVIDER | $0 | $12,504 | 2023 |
| Trinity Pension Consultants, Inc. | OTHER SERVICES | $0 | $2,959 | 2023 |
| Morningstar | SERVICE PROVIDER | $642 | $1,489 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $642 | $1,489 | 2023 |
| Maloney & Novotny LLC | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Labor Agency
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Ancora Retirement Plan Advisors Inc — Schedule C compensation
- Trinity Pension Consultants, Inc. — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Maloney & Novotny LLC — Schedule C compensation