U.A.P.P. Local Union No.142 Profit Sharing Plan — Form 5500 plan (U.A.P.P. Local Union No. 142 Profit Sharing Plan)
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, U.A.P.P. Local Union No.142 Profit Sharing Plan is a benefit plan reported by U.A.P.P. Local Union No. 142 Profit Sharing Plan under EIN 74-6181280 and plan number 002. The latest loaded filing year is 2023. The filing reports 760 participants and $8,108,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.A.P.P. Local Union No. 142 Profit Sharing Plan
- EIN
- 74-6181280
- Plan number
- 002
- Plan type
- 1
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 760
- End-of-year plan assets
- $8,108,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 760 | H, C | 20250405125402NAL0013424801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,108,700
- Total liabilities (EOY)
- $127,976
- Net assets (EOY)
- $7,980,724
- Net assets (BOY)
- $7,401,541
Income & contributions
- Participant contributions
- $339,558
- Total contributions
- $339,558
- Total income / additions
- $1,439,176
Expenses & distributions
- Benefits paid
- $645,973
- Administrative expenses
- $214,020
- Total expenses
- $859,993
- Net increase / (decrease)
- $579,183
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Benefit Group | not reported in the loaded dataset | $37,422 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company Pc | not reported in the loaded dataset | $18,833 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrator | not reported in the loaded dataset | $17,070 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | not reported in the loaded dataset | $16,245 | not reported in the loaded dataset | 2023 |
| Conner & Winters | not reported in the loaded dataset | $12,639 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.A.P.P. Local Union No. 142 Profit Sharing Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Alliance Benefit Group — Schedule C compensation
- Harper & Pearson Company Pc — Schedule C compensation
- Southwest Service Administrator — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Conner & Winters — Schedule C compensation