2023 Form 5500 filing — U. A. Local No. 5 Vacation Fund

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 20240923071024NAL0020608226002) for U. A. Local No. 5 Vacation Fund, reported by Plumbers & Pipefitters Vacation Fund U. A. Local Union No. 5 Vacation under EIN 52-1148966 and plan number 501. It reports 1,082 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)$1.8MReported net assets$1,798,796

Participants1.1K1,082

Provider compensation$13.8K1 Schedule C row(s)$13,840

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240923071024NAL0020608226002
Plan sponsor: Plumbers & Pipefitters Vacation Fund U. A. Local Union No. 5 Vacation
EIN: 52-1148966
Plan number: 501
Location: Lanham, MD
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)$1.8M total assets

Net assets$1.8MLiabilities$627

Money in vs. money out

Total income / additions$1.8M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

EmployerNot reported

Participant$1.8M

Full reported line items

Total assets (EOY): $1,799,423
Total liabilities (EOY): $627
Net assets (EOY): $1,798,796
Participant contributions: $1,794,400
Total income / additions: $1,794,426
Benefits paid: $1,717,117
Administrative expenses: $24,129
Total expenses: $1,741,246
Net increase / (decrease): $53,180

Schedule C

Reported service provider compensation

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

1
Calibre Cpa Group Pllc$13.8K
NONE · Direct $13.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923071024NAL0020608226002 cover?: It is the 2023 Form 5500 filing for U. A. Local No. 5 Vacation Fund, reported by Plumbers & Pipefitters Vacation Fund U. A. Local Union No. 5 Vacation (EIN 52-1148966).
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).