2023 Form 5500 filing — Metal Lathers Local 46 Scholarship 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 20241014095315NAL0044056928001) for Metal Lathers Local 46 Scholarship Fund, reported by Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship under EIN 13-2889748 and plan number 501. It reports 1,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014095315NAL0044056928001
Filing year
2023
Form type
1
Plan sponsor
Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship
EIN
13-2889748
Plan number
501
Location
Woodside, NY
Participants
1,012
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,853,951
Total liabilities (EOY)
$9,564
Net assets (EOY)
$1,844,387
Employer contributions
$390,621
Total income / additions
$587,378
Benefits paid
$342,513
Administrative expenses
$55,535
Total expenses
$398,048
Net increase / (decrease)
$189,330
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fitzsimmons Abrams, LlpNONE$8,036not reported in the loaded dataset
Calibre Cpa Group PllcNONE$8,000not reported in the loaded dataset
Reynolds Consulting, LLCnot reported in the loaded dataset$5,000not reported in the loaded dataset

Related Form 5500 pages