Plan5500

Local 639 Legal Services Fund — Form 5500 plan (Board Of Trustees Local 639 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, Local 639 Legal Services Fund is a benefit plan reported by Board Of Trustees Local 639 Legal Services Fund under EIN 52-1096713 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,267 participants and $1,688,391 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.7MPlan net assets, end of year$1,673,525
Participants1.3KCovered participants reported1,267
Assets / participant$1.3KComputed: assets ÷ participants$1,333 (computed)
Provider compensation$73.3K5 Schedule C provider row(s)$73,308
Plan sponsor
Board Of Trustees Local 639 Legal Services Fund
EIN
52-1096713
Plan number
501
Plan type
1
Location
Columbia, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,267 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.7M total assets
Net assets$1.7MLiabilities$14.9K
Money in vs. money out
Total income / additions$229.1K
Total expenses$112.1K
Benefits paid / distributions$15.5K
Contributions
Employer$191.3K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,688,391
Total liabilities (EOY)
$14,866
Net assets (EOY)
$1,673,525
Net assets (BOY)
$1,556,481

Income & contributions

Employer contributions
$191,283
Total contributions
$191,283
Total income / additions
$229,129

Expenses & distributions

Benefits paid
$15,517
Administrative expenses
$96,568
Total expenses
$112,085
Net increase / (decrease)
$117,044
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Benesys, Inc.$27.7K
    NONE · Direct $27.7K
  2. 2
    Calibre Cpa Group,Pllc$20.4K
    NONE · Direct $20.4K
  3. 3
    O'Donoghue & O'Donoghue$12.6K
    NONE · Direct $12.6K
  4. 4
    Frank W Stegman$6.3K
    NONE · Direct $6.3K
  5. 5
    Leon Kenneth Hamilton$6.3K
    NONE · Direct $6.3K

What to inspect next

Frequently asked questions

Who sponsors the Local 639 Legal Services Fund?
Local 639 Legal Services Fund is reported as sponsored by Board Of Trustees Local 639 Legal Services Fund (EIN 52-1096713, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Local 639 Legal Services Fund?
The latest Form 5500 filing year loaded for Local 639 Legal Services Fund is 2023.
How many participants does Local 639 Legal Services Fund report?
Local 639 Legal Services Fund reports 1,267 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Local 639 Legal Services Fund?
Local 639 Legal Services Fund reports $1,688,391 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages