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LOCAL 713 PROFIT SHARING PLAN 401k Plan overview

Plan NameLOCAL 713 PROFIT SHARING PLAN
Plan identification number 001

LOCAL 713 PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOCAL 713, I.B.O.T.U. has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 713, I.B.O.T.U.
Employer identification number (EIN):113286388
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 713 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD DOMBROWSKI2024-04-15
0012022-01-01RICHARD DOMBROWSKI2023-05-15
0012021-01-01RICHARD DOMBROWSKI2022-07-14
0012020-01-01RICHARD DOMBROWSKI2021-06-28
0012019-01-01RICHARD DOMBROWSKI2020-07-14
0012018-01-01RICHARD DOMBROWSKI2019-04-09
0012017-01-01PETER HASHO2018-06-25
0012016-01-01PETER HASHO2017-05-03
0012015-01-01PETER HASHO2016-07-26
0012014-01-01PETER HASHO2015-05-07
0012013-01-01PETER HASHO2014-07-16
0012012-01-01ROBERT SCALZA2013-09-06
0012011-01-01ROBERT SCALZA2012-10-01

Financial Data on LOCAL 713 PROFIT SHARING PLAN

Measure Date Value
2025 : LOCAL 713 PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-03-050
Total liabilities as of the beginning of the plan year2025-03-050
Total expenses incurred by plan in this plan year2025-03-050
Net assets as of the end of the plan year2025-03-052657059
Total assets as of the beginning of the plan year2025-03-052019088
Value of plan covered by a fidelity bond2025-03-05500000
Value of participant loans at end of plan year2025-03-0531274
Other income to plan in this plan year2025-03-05194761
Plan net income in this plan year2025-03-05637971
Net assets as of the end of the plan year2025-03-052657059
Net assets as of the beginning of the plan year2025-03-052019088
Employer contributions to plan in this plan year2025-03-05443210
Fees paid to broker by Benefit Provider2025-03-056978
2024 : LOCAL 713 PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-150
Net assets as of the end of the plan year2024-04-152019088
Total assets as of the beginning of the plan year2024-04-151093360
Value of plan covered by a fidelity bond2024-04-15500000
Value of participant loans at end of plan year2024-04-1532172
Other income to plan in this plan year2024-04-15180642
Plan net income in this plan year2024-04-15925728
Net assets as of the end of the plan year2024-04-152019088
Net assets as of the beginning of the plan year2024-04-151093360
Employer contributions to plan in this plan year2024-04-15745086
Fees paid to broker by Benefit Provider2024-04-154585
2022 : LOCAL 713 PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-147725
Net assets as of the end of the plan year2022-07-141890688
Total assets as of the beginning of the plan year2022-07-141771611
Value of plan covered by a fidelity bond2022-07-14500000
Participant contributions to plan in this plan year2022-07-140
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-143101
Other income to plan in this plan year2022-07-14123701
Plan net income in this plan year2022-07-14119077
Net assets as of the end of the plan year2022-07-141890688
Net assets as of the beginning of the plan year2022-07-141771611
Employer contributions to plan in this plan year2022-07-140
Fees paid to broker by Benefit Provider2022-07-145921
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14450

Potentially related plans

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