Original filing (PDF)20250305084438NAL0013451120001

LOCAL 713, I.B.O.T.U.

Name: LOCAL 713, I.B.O.T.U. — LOCAL 713 PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOCAL 713, I.B.O.T.U.

Form 5500-SF

FILING_RECEIVED

LOCAL 713 PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 713, I.B.O.T.U..

Plan sponsor

Name

LOCAL 713, I.B.O.T.U.

EIN

11-3286388

Address

555 WESTBURY AVE · CARLE PLACE, NY · 11514

Phone

(914) 468-0186

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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