2023 Form 5500 filing — Bud Lutty Charitable Scholarship Trust

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 20240528123506NAL0010775617001) for Bud Lutty Charitable Scholarship Trust, reported by Board Of Trustees Bud Lutty Charitable Scholarship Trust under EIN 25-1720647 and plan number 503. It reports 1,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$60.1KReported net assets$60,118
Participants1.3K1,259
Provider compensation$7.4K1 Schedule C row(s)$7,414
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240528123506NAL0010775617001
Plan sponsor
Board Of Trustees Bud Lutty Charitable Scholarship Trust
EIN
25-1720647
Plan number
503
Location
Canonsburg, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$61.8K total assets
Net assets$60.1KLiabilities$1.7K
Money in vs. money out
Total income / additions$28.6K
Total expenses$21K
Benefits paid / distributions$2.5K
Contributions
Employer$28.1K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$61,834
Total liabilities (EOY)
$1,716
Net assets (EOY)
$60,118
Employer contributions
$28,098
Total income / additions
$28,608
Benefits paid
$2,500
Administrative expenses
$18,528
Total expenses
$21,028
Net increase / (decrease)
$7,580
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    AFFILIATED FUND · Direct $7.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528123506NAL0010775617001 cover?
It is the 2023 Form 5500 filing for Bud Lutty Charitable Scholarship Trust, reported by Board Of Trustees Bud Lutty Charitable Scholarship Trust (EIN 25-1720647).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages