2023 Form 5500 filing — N. Atlantic States Carp. Vacation Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011133416NAL0022842577001) for N. Atlantic States Carp. Vacation Fund, reported by Bot North Atlantic States Carpenters Vacation Fund under EIN 04-3322721 and plan number 501. It reports 11,782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$6.1MReported net assets$6,058,066
Participants11.8K11,782
Provider compensation$93.4K2 Schedule C row(s)$93,436
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011133416NAL0022842577001
- Plan sponsor
- Bot North Atlantic States Carpenters Vacation Fund
- EIN
- 04-3322721
- Plan number
- 501
- Location
- Wilmington, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$50.3K
Full reported line items
- Total assets (EOY)
- $6,108,318
- Total liabilities (EOY)
- $50,252
- Net assets (EOY)
- $6,058,066
- Participant contributions
- $23,342,038
- Total income / additions
- $23,875,050
- Benefits paid
- $23,639,861
- Administrative expenses
- $149,593
- Total expenses
- $23,789,454
- Net increase / (decrease)
- $85,596
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nas Carpenters Pension Fund (Cca) | COMMON BOARD | $78,436 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $15,000 | not reported in the loaded dataset |