2023 Form 5500 filing — Local 371 Robert Burke Petronella Memorial Scholarship 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 20241012181458NAL0042172160001) for Local 371 Robert Burke Petronella Memorial Scholarship Fund, reported by Trustees Of Local 371 Robert Burke Petronella Memorial Scholarship Fun under EIN 06-6147136 and plan number 501. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.4KReported net assets$20,445
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241012181458NAL0042172160001
Plan sponsor
Trustees Of Local 371 Robert Burke Petronella Memorial Scholarship Fun
EIN
06-6147136
Plan number
501
Location
Westport, CT
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$20.4K total assets
Net assets$20.4KLiabilities
Money in vs. money out
Total income / additions$30.1K
Total expenses$27.5K
Benefits paid / distributions$27.5K
Contributions
Employer$30K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,445
Net assets (EOY)
$20,445
Employer contributions
$30,000
Total income / additions
$30,138
Benefits paid
$27,500
Total expenses
$27,500
Net increase / (decrease)
$2,638

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012181458NAL0042172160001 cover?
It is the 2023 Form 5500 filing for Local 371 Robert Burke Petronella Memorial Scholarship Fund, reported by Trustees Of Local 371 Robert Burke Petronella Memorial Scholarship Fun (EIN 06-6147136).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages