Plan5500

2023 Form 5500 filing — Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909100008NAL0004381393002) for Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) Plan, reported by Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) under EIN 42-1401231 and plan number 001. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240909100008NAL0004381393002
Filing year
2023
Form type
1
Plan sponsor
Central Iowa Sheet Metal Workers Supplemental Retirement 401(K)
EIN
42-1401231
Plan number
001
Location
Des Moines, IA
Participants
516
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$55,125,888
Total liabilities (EOY)
$14,925
Net assets (EOY)
$55,110,963
Employer contributions
$2,125,440
Participant contributions
$154,124
Total income / additions
$11,198,439
Benefits paid
$1,355,279
Administrative expenses
$88,392
Total expenses
$1,443,671
Net increase / (decrease)
$9,754,768
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fiducient Advisorsnot reported in the loaded dataset$36,050not reported in the loaded dataset
Deboer & Associates, Pcnot reported in the loaded dataset$17,573not reported in the loaded dataset
Sheet Metal Workers Int'L Union 45not reported in the loaded dataset$7,662not reported in the loaded dataset
Principal Life Insurance Companynot reported in the loaded dataset$4,992$0

Related Form 5500 pages