Plan5500

Iupat District Council 21 Ralph Williams Scholarship Fund — Form 5500 plan (Iupat District Council 21 Ralph Williams 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, Iupat District Council 21 Ralph Williams Scholarship Fund is a benefit plan reported by Iupat District Council 21 Ralph Williams Scholarship Fund under EIN 42-1560035 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,237 participants and $323,598 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iupat District Council 21 Ralph Williams Scholarship Fund
EIN
42-1560035
Plan number
501
Plan type
1
Location
Philadlephia, PA
Latest filing year
2023
Participants
2,237
End-of-year plan assets
$323,598

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,237H, C20250212212236NAL0042619650001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$323,598
Net assets (EOY)
$323,598
Net assets (BOY)
$419,739

Income & contributions

Participant contributions
$336,331
Total contributions
$336,331
Total income / additions
$336,331

Expenses & distributions

Benefits paid
$399,000
Administrative expenses
$33,472
Total expenses
$432,472
Net increase / (decrease)
-$96,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Novak Francella LLCNONE$8,281not reported in the loaded dataset2023

Related Form 5500 pages