2023 Form 5500 filing — Iupat District Council 21 Ralph Williams 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 20250212212236NAL0042619650001) for Iupat District Council 21 Ralph Williams Scholarship Fund, reported by Iupat District Council 21 Ralph Williams Scholarship Fund under EIN 42-1560035 and plan number 501. It reports 2,237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250212212236NAL0042619650001
Filing year
2023
Form type
1
Plan sponsor
Iupat District Council 21 Ralph Williams Scholarship Fund
EIN
42-1560035
Plan number
501
Location
Philadlephia, PA
Participants
2,237
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$323,598
Net assets (EOY)
$323,598
Participant contributions
$336,331
Total income / additions
$336,331
Benefits paid
$399,000
Administrative expenses
$33,472
Total expenses
$432,472
Net increase / (decrease)
-$96,141
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Novak Francella LLCNONE$8,281not reported in the loaded dataset

Related Form 5500 pages