Sheet Metal Workers Local Union No 25 New Jersey Vacation Fund — Form 5500 plan (Board Of Trustees, Sheet Metal Workers' Lcl Un. 25)
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, Sheet Metal Workers Local Union No 25 New Jersey Vacation Fund is a benefit plan reported by Board Of Trustees, Sheet Metal Workers' Lcl Un. 25 under EIN 22-2586290 and plan number 502. The latest loaded filing year is 2023. The filing reports 479 participants and $136,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Lcl Un. 25
- EIN
- 22-2586290
- Plan number
- 502
- Plan type
- 1
- Location
- Carlstadt, NJ
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $136,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20241008150201NAL0009807139002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,342
- Total liabilities (EOY)
- $92,731
- Net assets (EOY)
- $43,611
- Net assets (BOY)
- $44,952
Income & contributions
- Employer contributions
- $1,231,524
- Participant contributions
- $23,260
- Total contributions
- $1,254,784
- Total income / additions
- $1,255,524
Expenses & distributions
- Benefits paid
- $1,230,217
- Administrative expenses
- $26,648
- Total expenses
- $1,256,865
- Net increase / (decrease)
- -$1,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manfre Cpa P.C. | AUDITOR | $10,071 | not reported in the loaded dataset | 2023 |