Plan5500

Basic The International Association Of Machinists & Aerospace Workers — Form 5500 plan (Joint Board Of Trustees)

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, Basic The International Association Of Machinists & Aerospace Workers is a benefit plan reported by Joint Board Of Trustees under EIN 83-0730170 and plan number 501. The latest loaded filing year is 2023. The filing reports 173 participants and $669,599 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees
EIN
83-0730170
Plan number
501
Plan type
1
Location
Sheffield, AL
Latest filing year
2023
Participants
173
End-of-year plan assets
$669,599

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241010140648NAL0034326944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$669,599
Total liabilities (EOY)
$48
Net assets (EOY)
$669,551
Net assets (BOY)
$594,859

Income & contributions

Employer contributions
$556,874
Total contributions
$556,874
Total income / additions
$556,874

Expenses & distributions

Benefits paid
$271,300
Administrative expenses
$210,882
Total expenses
$482,182
Net increase / (decrease)
$74,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jonathan W DeanEMPLOYEE$120,000not reported in the loaded dataset2023
Ted Soileau Cpa LLCACCOUNTANT$28,540not reported in the loaded dataset2023
Branstetter Stranch & JenningsATTORNEY$4,500not reported in the loaded dataset2023
Lindsey OliverEMPLOYEE$4,129not reported in the loaded dataset2023
Lisa CuevasEMPLOYEE$1,380not reported in the loaded dataset2023

Related Form 5500 pages