2023 Form 5500 filing — Sheet Metal Workers Local 85 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 20250430123006NAL0001164515001) for Sheet Metal Workers Local 85 Vacation Fund, reported by Sheet Metal Workers Local 85 Vacation Fund under EIN 58-6083776 and plan number 501. It reports 1,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$67.6KReported net assets$67,573
Participants1.2K1,220
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250430123006NAL0001164515001
Plan sponsor
Sheet Metal Workers Local 85 Vacation Fund
EIN
58-6083776
Plan number
501
Location
Goodlettsville, TN
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)$931.7K total assets
Net assets$67.6KLiabilities$864.1K
Money in vs. money out
Total income / additions$921.4K
Total expenses$925.1K
Benefits paid / distributions$923.1K
Contributions
Employer$914.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$931,669
Total liabilities (EOY)
$864,096
Net assets (EOY)
$67,573
Employer contributions
$914,328
Total income / additions
$921,436
Benefits paid
$923,135
Administrative expenses
$1,992
Total expenses
$925,127
Net increase / (decrease)
-$3,691

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250430123006NAL0001164515001 cover?
It is the 2023 Form 5500 filing for Sheet Metal Workers Local 85 Vacation Fund, reported by Sheet Metal Workers Local 85 Vacation Fund (EIN 58-6083776).
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