2023 Form 5500 filing — Gulf States Carpenters 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 20250205162010NAL0010118913001) for Gulf States Carpenters Vacation Fund, reported by Trustees-Gulf States Carpenters Vacation Fund under EIN 83-4586900 and plan number 501. It reports 2,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205162010NAL0010118913001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Gulf States Carpenters Vacation Fund
- EIN
- 83-4586900
- Plan number
- 501
- Location
- Metairie, LA
- Participants
- 2,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,290,000
- Total liabilities (EOY)
- $1,175,259
- Net assets (EOY)
- $114,741
- Employer contributions
- $1,821,810
- Total income / additions
- $1,874,527
- Benefits paid
- $1,681,285
- Administrative expenses
- $47,624
- Total expenses
- $1,728,909
- Net increase / (decrease)
- $145,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calibre Cpa Group | NONE | $22,579 | not reported in the loaded dataset |
| Youngdahl Law Firm | NONE | $10,671 | not reported in the loaded dataset |
| Regions Bank | NONE | $6,471 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $6,000 | not reported in the loaded dataset |