2023 Form 5500 filing — California Machinists 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 20250703082552NAL0000187539001) for California Machinists 401k Plan, reported by Board Of Trustees Of California Machinists 401k Plan under EIN 94-3250849 and plan number 001. It reports 3,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250703082552NAL0000187539001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of California Machinists 401k Plan
- EIN
- 94-3250849
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 3,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $147,566,782
- Total liabilities (EOY)
- $29,900
- Net assets (EOY)
- $147,536,882
- Employer contributions
- $4,962,948
- Participant contributions
- $4,835,017
- Total income / additions
- $40,863,731
- Benefits paid
- $9,037,899
- Administrative expenses
- $439,868
- Total expenses
- $9,623,798
- Net increase / (decrease)
- $31,239,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withumsmith+Brown, Pc | NONE | $194,254 | not reported in the loaded dataset |
| Nwps | NONE | $130,317 | $0 |
| Morgan Stanley | NONE | $108,567 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $56,621 | $0 |
| Weinberg, Roger & Rosenfeld | NONE | $15,566 | not reported in the loaded dataset |
| Comerica Bank | NONE | $7,077 | not reported in the loaded dataset |