2023 Form 5500 filing — Steamfitters Vacation Fund Local Union No 475

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 20241014133632NAL0015014003002) for Steamfitters Vacation Fund Local Union No 475, reported by Board Of Trustees Steamfitters Vacation Fund Local 475 under EIN 22-2351279 and plan number 503. It reports 500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014133632NAL0015014003002
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Steamfitters Vacation Fund Local 475
EIN
22-2351279
Plan number
503
Location
Warren, NJ
Participants
500
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,725,752
Total liabilities (EOY)
$3,346,550
Net assets (EOY)
$379,202
Employer contributions
$4,544,835
Total income / additions
$4,621,271
Benefits paid
$4,624,654
Administrative expenses
$17,116
Total expenses
$4,641,770
Net increase / (decrease)
-$20,499
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Mspc Cpas & Advisors, P.C.NONE$13,991not reported in the loaded dataset

Related Form 5500 pages