2023 Form 5500 filing — Plumbers And Steamfitters Local 247 Annuity Plan

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 20241015114511NAL0028235617001) for Plumbers And Steamfitters Local 247 Annuity Plan, reported by Plumbers And Steamfitters Local 247 Annuity Plan under EIN 83-0591359 and plan number 001. It reports 489 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)$3MReported net assets$2,955,386
Participants489
Provider compensation$6K1 Schedule C row(s)$6,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015114511NAL0028235617001
Plan sponsor
Plumbers And Steamfitters Local 247 Annuity Plan
EIN
83-0591359
Plan number
001
Location
Goodlettsville, TN
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)$3M total assets
Net assets$3MLiabilities$1.9K
Money in vs. money out
Total income / additions$899.5K
Total expenses$45.9K
Benefits paid / distributions$32.8K
Contributions
Employer$807K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,957,303
Total liabilities (EOY)
$1,917
Net assets (EOY)
$2,955,386
Employer contributions
$806,965
Total income / additions
$899,471
Benefits paid
$32,784
Administrative expenses
$13,076
Total expenses
$45,860
Net increase / (decrease)
$853,611
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015114511NAL0028235617001 cover?
It is the 2023 Form 5500 filing for Plumbers And Steamfitters Local 247 Annuity Plan, reported by Plumbers And Steamfitters Local 247 Annuity Plan (EIN 83-0591359).
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