Paul Collins Jr. Scholarship Fund — Form 5500 plan (Bd Of Trustees Of Paul Collins Jr. Scholarship Fund)

Plain-English plan 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, Paul Collins Jr. Scholarship Fund is a benefit plan reported by Bd Of Trustees Of Paul Collins Jr. Scholarship Fund under EIN 11-3281606 and plan number 501. The latest loaded filing year is 2023. The filing reports 217 participants and $639,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Trustees Of Paul Collins Jr. Scholarship Fund
EIN
11-3281606
Plan number
501
Plan type
1
Location
Long Island City, NY
Latest filing year
2023
Participants
217
End-of-year plan assets
$639,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20240729125714NAL0011045379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$639,328
Total liabilities (EOY)
$28,417
Net assets (EOY)
$610,911
Net assets (BOY)
$603,940

Income & contributions

Employer contributions
$29,839
Total contributions
$30,390
Total income / additions
$120,200

Expenses & distributions

Benefits paid
$53,000
Administrative expenses
$60,229
Total expenses
$113,229
Net increase / (decrease)
$6,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schultheis & Panettieri, LlpAUDITOR$12,000not reported in the loaded dataset2023
Colleran, O'Hara & Mills LlpLEGAL$5,093not reported in the loaded dataset2023
Reynolds ConsultingNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages