2023 Form 5500 filing — Sheet Metal Workers Local No. 22 Education 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 20241011164820NAL0011196435001) for Sheet Metal Workers Local No. 22 Education Fund, reported by Sheet Metal Workers Local 22 Education Fund under EIN 22-1976682 and plan number 999. It reports 57 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164820NAL0011196435001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 22 Education Fund
- EIN
- 22-1976682
- Plan number
- 999
- Location
- Cranford, NJ
- Participants
- 57
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,719,466
- Total liabilities (EOY)
- $175,271
- Net assets (EOY)
- $2,544,195
- Employer contributions
- $634,814
- Total income / additions
- $893,644
- Administrative expenses
- $428,738
- Total expenses
- $438,019
- Net increase / (decrease)
- $455,625
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Beelitz | NONE | $45,391 | not reported in the loaded dataset |
| Chester Komoroski | NONE | $26,527 | not reported in the loaded dataset |
| Muller Buhlin Associates, Inc | NONE | $11,400 | not reported in the loaded dataset |