Plan5500

Teamsters Local No.623 Legal Services Fund — Form 5500 plan (Teamster Local No. 623 Legal Services 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, Teamsters Local No.623 Legal Services Fund is a benefit plan reported by Teamster Local No. 623 Legal Services Fund under EIN 23-2224686 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,568 participants and $900,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamster Local No. 623 Legal Services Fund
EIN
23-2224686
Plan number
501
Plan type
1
Location
Philadelphia, PA
Latest filing year
2023
Participants
6,568
End-of-year plan assets
$900,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,568H, C20241021123516NAL0000860099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$900,497
Total liabilities (EOY)
$17,500
Net assets (EOY)
$882,997
Net assets (BOY)
$837,535

Income & contributions

Employer contributions
$149,388
Total contributions
$149,388
Total income / additions
$176,605

Expenses & distributions

Benefits paid
$120,000
Administrative expenses
$11,143
Total expenses
$131,143
Net increase / (decrease)
$45,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willig, Williams & DavidsonNONE$120,000not reported in the loaded dataset2023
Perry N Blackman CpaNONE$7,500not reported in the loaded dataset2023

Related Form 5500 pages