2023 Form 5500 filing — Roofers Local 149 Vacation 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 20241122131032NAL0001802785001) for Roofers Local 149 Vacation Fund, reported by Roofers Local 149 Vacation Fund under EIN 51-0251550 and plan number 502. It reports 966 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)$202.7KReported net assets$202,742
Participants966
Provider compensation$11.1K2 Schedule C row(s)$11,118
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241122131032NAL0001802785001
Plan sponsor
Roofers Local 149 Vacation Fund
EIN
51-0251550
Plan number
502
Location
Troy, MI
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)$2.4M total assets
Net assets$202.7KLiabilities$2.2M
Money in vs. money out
Total income / additions$6M
Total expenses$6M
Benefits paid / distributions$5.9M
Contributions
Employer$5.9M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,426,446
Total liabilities (EOY)
$2,223,704
Net assets (EOY)
$202,742
Employer contributions
$5,944,795
Total income / additions
$6,018,940
Benefits paid
$5,940,766
Administrative expenses
$22,531
Total expenses
$5,963,297
Net increase / (decrease)
$55,643
Schedule C

Reported service provider compensation

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

  1. 1
    NONE KNOWN · Direct $6K
  2. 2
    NONE KNOWN · Direct $5.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241122131032NAL0001802785001 cover?
It is the 2023 Form 5500 filing for Roofers Local 149 Vacation Fund, reported by Roofers Local 149 Vacation Fund (EIN 51-0251550).
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