Denver Theatrical Stage Employees' Lu 7 H&W Trust — Form 5500 plan (Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust)
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, Denver Theatrical Stage Employees' Lu 7 H&W Trust is a benefit plan reported by Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust under EIN 46-7508056 and plan number 501. The latest loaded filing year is 2023. The filing reports 165 participants and $9,967,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust
- EIN
- 46-7508056
- Plan number
- 501
- Plan type
- 1
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $9,967,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240913142447NAL0011781105003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,967,750
- Total liabilities (EOY)
- $2,421,306
- Net assets (EOY)
- $7,546,444
- Net assets (BOY)
- $4,726,327
Income & contributions
- Employer contributions
- $4,900,030
- Participant contributions
- $4,435
- Total contributions
- $4,904,465
- Total income / additions
- $5,545,500
Expenses & distributions
- Benefits paid
- $2,480,395
- Administrative expenses
- $244,988
- Total expenses
- $2,725,383
- Net increase / (decrease)
- $2,820,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spencer Fane Llp | NONE | $106,902 | not reported in the loaded dataset | 2023 |
| Administrator | NONE | $50,947 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $29,450 | $0 | 2023 |
| Royle Vazquez Llp | NONE | $13,960 | not reported in the loaded dataset | 2023 |
| Wpas, Inc. | NONE | $13,450 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $10,448 | not reported in the loaded dataset | 2023 |
| Lauterbach & Amen, Llp | not reported in the loaded dataset | $6,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Denver Theatrical Stage Emp Lu 7 H&W Trust
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Spencer Fane Llp — Schedule C compensation
- Administrator — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Royle Vazquez Llp — Schedule C compensation
- Wpas, Inc. — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Lauterbach & Amen, Llp — Schedule C compensation