2023 Form 5500 filing — Local 639 Legal Services 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 20241008162125NAL0030504624003) for Local 639 Legal Services Fund, reported by Board Of Trustees Local 639 Legal Services Fund under EIN 52-1096713 and plan number 501. It reports 1,267 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)$1.7MReported net assets$1,673,525
Participants1.3K1,267
Provider compensation$73.3K5 Schedule C row(s)$73,308
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008162125NAL0030504624003
Plan sponsor
Board Of Trustees Local 639 Legal Services Fund
EIN
52-1096713
Plan number
501
Location
Columbia, 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)$1.7M total assets
Net assets$1.7MLiabilities$14.9K
Money in vs. money out
Total income / additions$229.1K
Total expenses$112.1K
Benefits paid / distributions$15.5K
Contributions
Employer$191.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,688,391
Total liabilities (EOY)
$14,866
Net assets (EOY)
$1,673,525
Employer contributions
$191,283
Total income / additions
$229,129
Benefits paid
$15,517
Administrative expenses
$96,568
Total expenses
$112,085
Net increase / (decrease)
$117,044
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $27.7K
  2. 2
    NONE · Direct $20.4K
  3. 3
    NONE · Direct $12.6K
  4. 4
    NONE · Direct $6.3K
  5. 5
    NONE · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008162125NAL0030504624003 cover?
It is the 2023 Form 5500 filing for Local 639 Legal Services Fund, reported by Board Of Trustees Local 639 Legal Services Fund (EIN 52-1096713).
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