Plu68 Vacation Benefits Fund — Form 5500 plan (Plu68 Vacation Benefits 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, Plu68 Vacation Benefits Fund is a benefit plan reported by Plu68 Vacation Benefits Fund under EIN 90-1259351 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,049 participants and $213,223 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9KPlan net assets, end of year$2,906
Participants1KCovered participants reported1,049
Assets / participant$203Computed: assets ÷ participants$203 (computed)
Provider compensationNone reported
Plan sponsor
Plu68 Vacation Benefits Fund
EIN
90-1259351
Plan number
502
Plan type
1
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,049H20250411195613NAL0026828913003
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)$213.2K total assets
Net assets$2.9KLiabilities$210.3K
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$213,223
Total liabilities (EOY)
$210,317
Net assets (EOY)
$2,906
Net assets (BOY)
$2,906

Income & contributions

Employer contributions
$1,738,807
Total contributions
$1,738,807
Total income / additions
$1,738,807

Expenses & distributions

Benefits paid
$1,738,807
Total expenses
$1,738,807
Net increase / (decrease)
$0
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 assets59835%Computed ratio
Benefits paid ÷ total income100%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages