Plan5500

Gulf States Carpenters Vacation Fund — Form 5500 plan (Trustees-Gulf States Carpenters Vacation 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, Gulf States Carpenters Vacation Fund is a benefit plan reported by Trustees-Gulf States Carpenters Vacation Fund under EIN 83-4586900 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,319 participants and $1,290,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees-Gulf States Carpenters Vacation Fund
EIN
83-4586900
Plan number
501
Plan type
1
Location
Metairie, LA
Latest filing year
2023
Participants
2,319
End-of-year plan assets
$1,290,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,319H, C20250205162010NAL0010118913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,290,000
Total liabilities (EOY)
$1,175,259
Net assets (EOY)
$114,741
Net assets (BOY)
-$30,877

Income & contributions

Employer contributions
$1,821,810
Total contributions
$1,821,810
Total income / additions
$1,874,527

Expenses & distributions

Benefits paid
$1,681,285
Administrative expenses
$47,624
Total expenses
$1,728,909
Net increase / (decrease)
$145,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Calibre Cpa GroupNONE$22,579not reported in the loaded dataset2023
Youngdahl Law FirmNONE$10,671not reported in the loaded dataset2023
Regions BankNONE$6,471not reported in the loaded dataset2023
Southern Benefit AdministratorsNONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages