United Association General Officers And Employees 401(K) Plan — Form 5500 plan (United Association Of Journeymen And Apprentices)

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 Association General Officers And Employees 401(K) Plan is a benefit plan reported by United Association Of Journeymen And Apprentices under EIN 53-0159020 and plan number 003. The latest loaded filing year is 2023. The filing reports 134 participants and $18,293,284 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.3MPlan net assets, end of year$18,293,284
Participants134Covered participants reported
Assets / participant$136.5KComputed: assets ÷ participants$136,517 (computed)
Provider compensationNone reported
Plan sponsor
United Association Of Journeymen And Apprentices
EIN
53-0159020
Plan number
003
Plan type
2
Location
Annapolis, MD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H20240904125923NAL0036492560001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
EmployerNot reported
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$18,293,284
Total liabilities (EOY)
$0
Net assets (EOY)
$18,293,284
Net assets (BOY)
$15,762,504

Income & contributions

Participant contributions
$1,294,594
Total contributions
$1,744,932
Total income / additions
$4,388,142

Expenses & distributions

Benefits paid
$1,854,332
Administrative expenses
$3,030
Total expenses
$1,857,362
Net increase / (decrease)
$2,530,780
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income42%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages