Plan5500

Bakery And Sales Drivers' Local 33 Partitioned Pen — Form 5500 plan (Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F)

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, Bakery And Sales Drivers' Local 33 Partitioned Pen is a benefit plan reported by Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F under EIN 37-6561427 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $164,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Bakery And Sales Drivers' Local 33 Part Pen F
EIN
37-6561427
Plan number
001
Plan type
1
Location
Mount Laurel, NJ
Latest filing year
2023
Participants
278
End-of-year plan assets
$164,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241114085110NAL0039355826005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$164,076
Total liabilities (EOY)
$28,651
Net assets (EOY)
$135,425
Net assets (BOY)
$202,709

Income & contributions

Total contributions
$1,227,700
Total income / additions
$1,227,700

Expenses & distributions

Benefits paid
$1,197,946
Administrative expenses
$97,038
Total expenses
$1,294,984
Net increase / (decrease)
-$67,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beacon Administrators & ConsultantsNONE$35,860not reported in the loaded dataset2023
Sarfino And Rhoades, LlpNONE$16,500not reported in the loaded dataset2023
Larry Magarik, EsqNONE$12,910not reported in the loaded dataset2023
Novak Francella, LLCNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages