2023 Form 5500 filing — Local 463 Educational Vocational And Cultural 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 20241015130835NAL0028522913001) for Local 463 Educational Vocational And Cultural Fund, reported by Local 463 Educational, Vocational And Cultural Fund under EIN 11-2585652 and plan number 501. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130835NAL0028522913001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 463 Educational, Vocational And Cultural Fund
- EIN
- 11-2585652
- Plan number
- 501
- Location
- Melville, NY
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $329,195
- Total liabilities (EOY)
- $5,682
- Net assets (EOY)
- $323,513
- Employer contributions
- $7,647
- Total income / additions
- $41,567
- Benefits paid
- $6,175
- Administrative expenses
- $13,129
- Total expenses
- $19,304
- Net increase / (decrease)
- $22,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rogoff & Company Pc | AUDITOR | $8,400 | $0 |