2023 Form 5500 filing — Teamsters Local Union No 541 Vacation-Holiday 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 20241115125815NAL0000523875001) for Teamsters Local Union No 541 Vacation-Holiday Fund, reported by Teamsters Local Union No 541 Vacation-Holiday Fund under EIN 43-6183681 and plan number 501. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241115125815NAL0000523875001
Filing year
2023
Form type
1
Plan sponsor
Teamsters Local Union No 541 Vacation-Holiday Fund
EIN
43-6183681
Plan number
501
Location
Kansas City, MO
Participants
421
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$372,023
Total liabilities (EOY)
$406,141
Net assets (EOY)
-$34,118
Employer contributions
$1,029,295
Total income / additions
$1,033,937
Benefits paid
$1,028,139
Administrative expenses
$44,052
Total expenses
$1,072,191
Net increase / (decrease)
-$38,254
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Anders Cpas + AdvisorsNONE$17,400not reported in the loaded dataset
Arnold Newbold, Sollars & HollinsNONE$15,984not reported in the loaded dataset
Wilson-Mcshane CorporationNONE$7,345not reported in the loaded dataset

Related Form 5500 pages