2023 Form 5500 filing — Sheet Metal Workers' Local 206 Section 401(A) 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 20250312192503NAL0012089891001) for Sheet Metal Workers' Local 206 Section 401(A) Plan, reported by Board Of Trustees, Sheet Metal Workers' Local 206 under EIN 33-0614939 and plan number 001. It reports 1,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312192503NAL0012089891001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Local 206
- EIN
- 33-0614939
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 1,841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,473,601
- Total liabilities (EOY)
- $68,524
- Net assets (EOY)
- $55,405,077
- Employer contributions
- $3,009,347
- Total income / additions
- $10,360,189
- Benefits paid
- $3,371,179
- Administrative expenses
- $345,412
- Total expenses
- $3,716,591
- Net increase / (decrease)
- $6,643,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | NONE | $190,064 | $0 |
| Mammini Company Inc. | NONE | $40,380 | $0 |
| Gilbert & Sackman | NONE | $25,270 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $22,717 | $0 |
| Miller Kaplan Arase Llp | NONE | $19,700 | not reported in the loaded dataset |
| Smacna San Diego | NONE | $18,237 | not reported in the loaded dataset |