2023 Form 5500 filing — Sheet Metal Workers Local 100 401k 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 20241015121227NAL0047813280004) for Sheet Metal Workers Local 100 401k Plan, reported by Sheet Metal Workers Local 100 401k Plan under EIN 52-2080474 and plan number 002. It reports 4,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121227NAL0047813280004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers Local 100 401k Plan
- EIN
- 52-2080474
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 4,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,690,274
- Total liabilities (EOY)
- $29,943
- Net assets (EOY)
- $147,660,331
- Employer contributions
- $3,085,737
- Participant contributions
- $3,973,089
- Total income / additions
- $26,963,395
- Benefits paid
- $8,658,935
- Administrative expenses
- $253,130
- Total expenses
- $9,643,712
- Net increase / (decrease)
- $17,319,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company | NONE | $661,217 | $0 |
| William C. Earhart Co., Inc | NONE | $113,077 | not reported in the loaded dataset |
| Gyl Financial Synergies, LLC | NONE | $60,000 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $26,907 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $14,268 | not reported in the loaded dataset |