2023 Form 5500 filing — Southern California Sheet Metal Workers' 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 20250320192507NAL0013837570001) for Southern California Sheet Metal Workers' 401(A) Plan, reported by Board Of Trustees, Southern California Sheet Metal under EIN 33-0319259 and plan number 001. It reports 9,858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320192507NAL0013837570001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southern California Sheet Metal
- EIN
- 33-0319259
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 9,858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $490,009,791
- Total liabilities (EOY)
- $247,318
- Net assets (EOY)
- $489,762,473
- Employer contributions
- $15,948,519
- Total income / additions
- $83,940,893
- Benefits paid
- $36,743,617
- Administrative expenses
- $1,487,403
- Total expenses
- $38,231,020
- Net increase / (decrease)
- $45,709,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | NONE | $935,806 | $0 |
| Mammini Company Inc. | NONE | $182,623 | $0 |
| Matrix Trust Company | NONE | $134,325 | $0 |
| Gilbert & Sackman | NONE | $93,505 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $24,400 | not reported in the loaded dataset |
| Sheet Metal Benefit Plan Admin. | NONE | $23,965 | not reported in the loaded dataset |