2023 Form 5500 filing — Luggage Workers Union Of Phil. & Vic. Local 61 Retirement 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 20241015233311NAL0050106000002) for Luggage Workers Union Of Phil. & Vic. Local 61 Retirement Plan, reported by Luggage Workers Union Of Phil. & Vic. Lo under EIN 52-1368443 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)-$2.8MReported net assets-$2,767,790
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015233311NAL0050106000002
Plan sponsor
Luggage Workers Union Of Phil. & Vic. Lo
EIN
52-1368443
Plan number
001
Location
Newark, NJ
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)$4.2K total assets
Net assets-$2.8MLiabilities$2.8M
Money in vs. money out
Total income / additionsNot reported
Total expenses$215.4K
Benefits paid / distributions$7.3K
Full reported line items
Total assets (EOY)
$4,246
Total liabilities (EOY)
$2,772,036
Net assets (EOY)
-$2,767,790
Benefits paid
$7,250
Administrative expenses
$14,353
Total expenses
$215,412
Net increase / (decrease)
-$215,412

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015233311NAL0050106000002 cover?
It is the 2023 Form 5500 filing for Luggage Workers Union Of Phil. & Vic. Local 61 Retirement Plan, reported by Luggage Workers Union Of Phil. & Vic. Lo (EIN 52-1368443).
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