Local 463 Educational Vocational And Cultural Fund — Form 5500 plan (Local 463 Educational, Vocational And Cultural Fund)

Plain-English plan 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, Local 463 Educational Vocational And Cultural Fund is a benefit plan reported by Local 463 Educational, Vocational And Cultural Fund under EIN 11-2585652 and plan number 501. The latest loaded filing year is 2023. The filing reports 732 participants and $329,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Local 463 Educational, Vocational And Cultural Fund
EIN
11-2585652
Plan number
501
Plan type
1
Location
Melville, NY
Latest filing year
2023
Participants
732
End-of-year plan assets
$329,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023732H, C20241015130835NAL0028522913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$329,195
Total liabilities (EOY)
$5,682
Net assets (EOY)
$323,513
Net assets (BOY)
$301,250

Income & contributions

Employer contributions
$7,647
Total contributions
$7,647
Total income / additions
$41,567

Expenses & distributions

Benefits paid
$6,175
Administrative expenses
$13,129
Total expenses
$19,304
Net increase / (decrease)
$22,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rogoff & Company PcAUDITOR$8,400$02023

Related Form 5500 pages