2023 Form 5500 filing — Frederick W. Devine Scholarship 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 20250408142106NAL0010047203004) for Frederick W. Devine Scholarship Fund, reported by Local Union No. 1556 under EIN 45-2787952 and plan number 502. It reports 1,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$8.3KReported net assets-$8,320
Participants1.5K1,529
Provider compensation$28.7K2 Schedule C row(s)$28,740
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250408142106NAL0010047203004
Plan sponsor
Local Union No. 1556
EIN
45-2787952
Plan number
502
Location
New York, NY
Received date
not reported in the loaded dataset
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)$223.9K total assets
Net assets-$8.3KLiabilities$232.3K
Money in vs. money out
Total income / additions$895
Total expenses$15.1K
Benefits paid / distributions-$13.8K
Full reported line items
Total assets (EOY)
$223,930
Total liabilities (EOY)
$232,250
Net assets (EOY)
-$8,320
Total income / additions
$895
Benefits paid
-$13,750
Administrative expenses
$28,802
Total expenses
$15,052
Net increase / (decrease)
-$14,157

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Novak Francella, LLCNONE$22,740not reported in the loaded dataset
Archer, Byington, Glennon, & LevineNONE$6,000not reported in the loaded dataset

Related Form 5500 pages