Metal Lathers Local 46 Scholarship Fund — Form 5500 plan (Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship)
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, Metal Lathers Local 46 Scholarship Fund is a benefit plan reported by Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship under EIN 13-2889748 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,012 participants and $1,853,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship
- EIN
- 13-2889748
- Plan number
- 501
- Plan type
- 1
- Location
- Woodside, NY
- Latest filing year
- 2023
- Participants
- 1,012
- End-of-year plan assets
- $1,853,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,012 | H, C | 20241014095315NAL0044056928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,853,951
- Total liabilities (EOY)
- $9,564
- Net assets (EOY)
- $1,844,387
- Net assets (BOY)
- $1,655,057
Income & contributions
- Employer contributions
- $390,621
- Total contributions
- $390,621
- Total income / additions
- $587,378
Expenses & distributions
- Benefits paid
- $342,513
- Administrative expenses
- $55,535
- Total expenses
- $398,048
- Net increase / (decrease)
- $189,330
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fitzsimmons Abrams, Llp | NONE | $8,036 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting, LLC | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Woodside, NY
- Fitzsimmons Abrams, Llp — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Reynolds Consulting, LLC — Schedule C compensation