2023 Form 5500 filing — Southwest Mountain States Regional Council Of Carpenters 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 20241010175104NAL0036624496001) for Southwest Mountain States Regional Council Of Carpenters 401(K) Plan, reported by Southwest Mountain States Regional Council Of Carpenters under EIN 95-1318135 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$18.2MReported net assets$18,224,561

Participants270

Provider compensation$48.3K2 Schedule C row(s)$48,310

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010175104NAL0036624496001
Plan sponsor: Southwest Mountain States Regional Council Of Carpenters
EIN: 95-1318135
Plan number: 001
Location: Los Angeles, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.2M total assets

Net assets$18.2MLiabilities$0

Money in vs. money out

Total income / additions$5.2M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$815.2K

Participant$2.4M

Full reported line items

Total assets (EOY): $18,224,561
Total liabilities (EOY): $0
Net assets (EOY): $18,224,561
Employer contributions: $815,190
Participant contributions: $2,418,546
Total income / additions: $5,204,706
Benefits paid: $1,063,199
Administrative expenses: $45,241
Total expenses: $1,108,440
Net increase / (decrease): $4,096,266

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$45.3K
CONTRACT ADMINISTRATOR · Direct $45.3K · Indirect $0
2
Actuarial Benefits Corp.$3K
OTHER SERVICES · Direct $0 · Indirect $3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010175104NAL0036624496001 cover?: It is the 2023 Form 5500 filing for Southwest Mountain States Regional Council Of Carpenters 401(K) Plan, reported by Southwest Mountain States Regional Council Of Carpenters (EIN 95-1318135).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).