2023 Form 5500 filing — Scufcw Joint Benefit Funds 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 20240919181653NAL0011132352001) for Scufcw Joint Benefit Funds 401(K) Plan, reported by Scufcw Joint Benfit Funds LLC under EIN 74-3243950 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919181653NAL0011132352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scufcw Joint Benfit Funds LLC
- EIN
- 74-3243950
- Plan number
- 002
- Location
- Cypress, CA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,272,694
- Net assets (EOY)
- $9,272,694
- Participant contributions
- $612,729
- Total income / additions
- $1,864,853
- Benefits paid
- $1,166,526
- Administrative expenses
- $41,684
- Total expenses
- $1,208,210
- Net increase / (decrease)
- $656,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Financial Services | NONE | $21,404 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $20,356 | not reported in the loaded dataset |