Plan5500

Smw Intl Association Local Union No. 19 Scholarship Fund — Form 5500 plan (Smw Intl Association Local Union No. 19)

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, Smw Intl Association Local Union No. 19 Scholarship Fund is a benefit plan reported by Smw Intl Association Local Union No. 19 under EIN 23-2480754 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,841 participants and $356,373 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smw Intl Association Local Union No. 19
EIN
23-2480754
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
3,841
End-of-year plan assets
$356,373

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,841H, C20241015121227NAL0047813280001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$356,373
Total liabilities (EOY)
$156,750
Net assets (EOY)
$199,623
Net assets (BOY)
$194,513

Income & contributions

Employer contributions
$55,617
Total contributions
$55,617
Total income / additions
$309,826

Expenses & distributions

Benefits paid
$116,834
Administrative expenses
$187,882
Total expenses
$304,716
Net increase / (decrease)
$5,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Penns Landing CaterersNONE$81,670not reported in the loaded dataset2023
Ramblewood Country ClubNONE$23,798not reported in the loaded dataset2023
Go Events IncNONE$22,061not reported in the loaded dataset2023
Kennedy Printing Co. Inc.NONE$16,421not reported in the loaded dataset2023
Marybridget Enterprises, Inc.NONE$15,465not reported in the loaded dataset2023
Sheet Metal Workers Local Union #19RELATED PARTY$8,107not reported in the loaded dataset2023
Novak Francella, LLCNONE$5,750not reported in the loaded dataset2023

Related Form 5500 pages