2023 Form 5500 filing — Sheet Metal Workers Local 194 Industrial Pension Fund
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 20240924103004NAL0004614659001) for Sheet Metal Workers Local 194 Industrial Pension Fund, reported by Sheet Metal Workers Lo 194 Industrial Pension Fund under EIN 23-2203610 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924103004NAL0004614659001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Lo 194 Industrial Pension Fund
- EIN
- 23-2203610
- Plan number
- 001
- Location
- Wayne, PA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,632,112
- Total liabilities (EOY)
- $17,619
- Net assets (EOY)
- $3,614,493
- Employer contributions
- $222,033
- Total income / additions
- $600,992
- Benefits paid
- $266,079
- Administrative expenses
- $80,144
- Total expenses
- $346,223
- Net increase / (decrease)
- $254,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Priac | NONE | $21,214 | $21,214 |
| Oneill Consulting Corp | NONE | $10,800 | not reported in the loaded dataset |
| Roth And Roth | NONE | $10,250 | not reported in the loaded dataset |
| Empower | NONE | $8,176 | not reported in the loaded dataset |
| Spear Wilderman | NONE | $7,000 | not reported in the loaded dataset |
| Anthony Pontarelli Cpa, LLC | NONE | $7,000 | not reported in the loaded dataset |