2023 Form 5500 filing — Sheet Metal Workers Local Union No 25 New Jersey 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 20241008150201NAL0009807139002) for Sheet Metal Workers Local Union No 25 New Jersey Vacation Fund, reported by Board Of Trustees, Sheet Metal Workers' Lcl Un. 25 under EIN 22-2586290 and plan number 502. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008150201NAL0009807139002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Lcl Un. 25
- EIN
- 22-2586290
- Plan number
- 502
- Location
- Carlstadt, NJ
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,342
- Total liabilities (EOY)
- $92,731
- Net assets (EOY)
- $43,611
- Employer contributions
- $1,231,524
- Participant contributions
- $23,260
- Total income / additions
- $1,255,524
- Benefits paid
- $1,230,217
- Administrative expenses
- $26,648
- Total expenses
- $1,256,865
- Net increase / (decrease)
- -$1,341
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manfre Cpa P.C. | AUDITOR | $10,071 | not reported in the loaded dataset |