Local 210'S Scholarship And Education Fund — Form 5500 plan (Local 210 Scholarship & Education 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 210'S Scholarship And Education Fund is a benefit plan reported by Local 210 Scholarship & Education Fund under EIN 13-3023142 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,335 participants and $3,537,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 210 Scholarship & Education Fund
- EIN
- 13-3023142
- Plan number
- 501
- Plan type
- 1
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 1,335
- End-of-year plan assets
- $3,537,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,335 | H, C | 20241011154747NAL0022258993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,537,258
- Total liabilities (EOY)
- $193,679
- Net assets (EOY)
- $3,343,579
- Net assets (BOY)
- $2,954,989
Income & contributions
- Employer contributions
- $216,351
- Total contributions
- $216,351
- Total income / additions
- $647,520
Expenses & distributions
- Benefits paid
- $207,006
- Administrative expenses
- $51,924
- Total expenses
- $258,930
- Net increase / (decrease)
- $388,590
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Samuel Goldstein & Co., P.C. | NONE | $20,563 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co Llp | NONE | $17,756 | not reported in the loaded dataset | 2023 |
| Angela Loguercio | NONE | $5,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 210 Scholarship & Education Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- Samuel Goldstein & Co., P.C. — Schedule C compensation
- Buchbinder Tunick & Co Llp — Schedule C compensation
- Angela Loguercio — Schedule C compensation