Plan5500

Teamsters Local Union No 541 Vacation-Holiday Fund — Form 5500 plan (Teamsters Local Union No 541 Vacation-Holiday 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 Union No 541 Vacation-Holiday Fund is a benefit plan reported by Teamsters Local Union No 541 Vacation-Holiday Fund under EIN 43-6183681 and plan number 501. The latest loaded filing year is 2023. The filing reports 421 participants and $372,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teamsters Local Union No 541 Vacation-Holiday Fund
EIN
43-6183681
Plan number
501
Plan type
1
Location
Kansas City, MO
Latest filing year
2023
Participants
421
End-of-year plan assets
$372,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023421H, C20241115125815NAL0000523875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$372,023
Total liabilities (EOY)
$406,141
Net assets (EOY)
-$34,118
Net assets (BOY)
$4,136

Income & contributions

Employer contributions
$1,029,295
Total contributions
$1,029,295
Total income / additions
$1,033,937

Expenses & distributions

Benefits paid
$1,028,139
Administrative expenses
$44,052
Total expenses
$1,072,191
Net increase / (decrease)
-$38,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anders Cpas + AdvisorsNONE$17,400not reported in the loaded dataset2023
Arnold Newbold, Sollars & HollinsNONE$15,984not reported in the loaded dataset2023
Wilson-Mcshane CorporationNONE$7,345not reported in the loaded dataset2023

Related Form 5500 pages