2023 Form 5500 filing — Sheet Metal Workers 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 20241206143108NAL0003902083003) for Sheet Metal Workers Vacation Fund, reported by Leon Hank Reaves, President Smart Local 124 under EIN 73-6101985 and plan number 501. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$35.1KReported net assets$35,139
Participants324
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241206143108NAL0003902083003
Plan sponsor
Leon Hank Reaves, President Smart Local 124
EIN
73-6101985
Plan number
501
Location
Oklahoma City, OK
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)$325.2K total assets
Net assets$35.1KLiabilities$290.1K
Money in vs. money out
Total income / additions$2.1M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$6.2K
Participant$2.1M
Full reported line items
Total assets (EOY)
$325,201
Total liabilities (EOY)
$290,062
Net assets (EOY)
$35,139
Employer contributions
$6,208
Participant contributions
$2,061,447
Total income / additions
$2,076,817
Benefits paid
$2,060,850
Administrative expenses
$148
Total expenses
$2,060,998
Net increase / (decrease)
$15,819

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241206143108NAL0003902083003 cover?
It is the 2023 Form 5500 filing for Sheet Metal Workers Vacation Fund, reported by Leon Hank Reaves, President Smart Local 124 (EIN 73-6101985).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages