U. A. Local No. 159 Defined Contribution Plan — Form 5500 plan (Board Of Trustees Of U.A. Local No. 159 Defined Contribution 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. Local No. 159 Defined Contribution Plan is a benefit plan reported by Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan under EIN 94-2859426 and plan number 003. The latest loaded filing year is 2023. The filing reports 881 participants and $76,897,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan
- EIN
- 94-2859426
- Plan number
- 003
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $76,897,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20241014113148NAL0027157553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,897,514
- Total liabilities (EOY)
- $11,640
- Net assets (EOY)
- $76,885,874
- Net assets (BOY)
- $71,069,018
Income & contributions
- Employer contributions
- $1,250,930
- Participant contributions
- $716,560
- Total contributions
- $1,967,490
- Total income / additions
- $9,236,393
Expenses & distributions
- Benefits paid
- $3,275,710
- Administrative expenses
- $143,827
- Total expenses
- $3,419,537
- Net increase / (decrease)
- $5,816,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withumsmith+Brown, Pc | NONE | $34,423 | not reported in the loaded dataset | 2023 |
| Kraw & Kraw Group Apc | NONE | $31,113 | not reported in the loaded dataset | 2023 |
| Alan D. Biller And Associates | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Health Srvcs & Benefit Administrati | NONE | $21,900 | not reported in the loaded dataset | 2023 |
| U.A. Local 159 | PLAN SPONSOR | $6,192 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of U.A. Local No. 159 Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Withumsmith+Brown, Pc — Schedule C compensation
- Kraw & Kraw Group Apc — Schedule C compensation
- Alan D. Biller And Associates — Schedule C compensation
- Health Srvcs & Benefit Administrati — Schedule C compensation
- U.A. Local 159 — Schedule C compensation