Wood Wire And Metal Lathing Ind. General Pension Plan & General Pension Fund — Form 5500 plan (Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund)

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, Wood Wire And Metal Lathing Ind. General Pension Plan & General Pension Fund is a benefit plan reported by Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund under EIN 52-6123548 and plan number 001. The latest loaded filing year is 2023. The filing reports 914 participants and $4,588,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund
EIN
52-6123548
Plan number
001
Plan type
1
Location
Wilmington, DE
Latest filing year
2023
Participants
914
End-of-year plan assets
$4,588,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023914H, C20241014190009NAL0045710224002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,588,095
Total liabilities (EOY)
$18,131
Net assets (EOY)
$4,569,964
Net assets (BOY)
$4,593,461

Income & contributions

Total income / additions
$578,647

Expenses & distributions

Benefits paid
$378,338
Administrative expenses
$223,806
Total expenses
$602,144
Net increase / (decrease)
-$23,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Zenith American SolutionsNONE$103,980not reported in the loaded dataset2023
Pfm Asset Management LLCNONE$20,000not reported in the loaded dataset2023
Markowitz & RichmanNONE$16,875not reported in the loaded dataset2023
Richard Gabriel AssociatesNONE$12,700not reported in the loaded dataset2023
Cypher & CypherNONE$9,682not reported in the loaded dataset2023

Related Form 5500 pages