Operative Plasterers And Cement Masons Local 394 Defined Contribution Plan — Form 5500 plan (Bot Operative Plasterers And Cement Mason Local 394 Dc)
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, Operative Plasterers And Cement Masons Local 394 Defined Contribution Plan is a benefit plan reported by Bot Operative Plasterers And Cement Mason Local 394 Dc under EIN 51-6031325 and plan number 002. The latest loaded filing year is 2023. The filing reports 543 participants and $14,606,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Operative Plasterers And Cement Mason Local 394 Dc
- EIN
- 51-6031325
- Plan number
- 002
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $14,606,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20241015152132NAL0016735027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,606,621
- Total liabilities (EOY)
- $83,083
- Net assets (EOY)
- $14,523,538
- Net assets (BOY)
- $13,195,925
Income & contributions
- Employer contributions
- $584,107
- Total contributions
- $584,107
- Total income / additions
- $2,154,072
Expenses & distributions
- Benefits paid
- $688,560
- Administrative expenses
- $137,899
- Total expenses
- $826,459
- Net increase / (decrease)
- $1,327,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southwest Service Admin, Inc | NONE OTHER THAN CONTRACT | $324,002 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $39,847 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE OTHER THAN CONTRACT | $18,116 | not reported in the loaded dataset | 2023 |
| Ulrich Consulting Group | NONE OTHER THAN CONTRACT | $13,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $13,000 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $11,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Operative Plasterers And Cement Mason Local 394 Dc
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Southwest Service Admin, Inc — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Ulrich Consulting Group — Schedule C compensation
- The Segal Company — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation