Plan5500

Stone And Marble Masons Of Metropolitan Washington D.C. Annuity Fund — Form 5500 plan (Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu)

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, Stone And Marble Masons Of Metropolitan Washington D.C. Annuity Fund is a benefit plan reported by Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu under EIN 52-6117940 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $516,142 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu
EIN
52-6117940
Plan number
002
Plan type
1
Location
Columbia, MD
Latest filing year
2023
Participants
271
End-of-year plan assets
$516,142

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20250409103057NAL0022081777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$516,142
Total liabilities (EOY)
$115,303
Net assets (EOY)
$400,839
Net assets (BOY)
$170,901

Income & contributions

Employer contributions
$263,441
Total contributions
$263,441
Total income / additions
$286,798

Expenses & distributions

Administrative expenses
$56,860
Total expenses
$56,860
Net increase / (decrease)
$229,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys IncNONE$24,714not reported in the loaded dataset2023
Novak Francella, LLCNONE$17,400not reported in the loaded dataset2023
Chartwell Investment Partners LLCNONE$7,500not reported in the loaded dataset2023
Mooney, Green Saindon, MurphyNONE$5,288not reported in the loaded dataset2023

Related Form 5500 pages