Sheet Metal Workers Local 194 Industrial Pension Fund — Form 5500 plan (Sheet Metal Workers Lo 194 Industrial Pension Fund)
Plain-English plan 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, Sheet Metal Workers Local 194 Industrial Pension Fund is a benefit plan reported by Sheet Metal Workers Lo 194 Industrial Pension Fund under EIN 23-2203610 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $3,632,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Lo 194 Industrial Pension Fund
- EIN
- 23-2203610
- Plan number
- 001
- Plan type
- 1
- Location
- Wayne, PA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $3,632,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240924103004NAL0004614659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,632,112
- Total liabilities (EOY)
- $17,619
- Net assets (EOY)
- $3,614,493
- Net assets (BOY)
- $3,359,724
Income & contributions
- Employer contributions
- $222,033
- Total contributions
- $222,033
- Total income / additions
- $600,992
Expenses & distributions
- Benefits paid
- $266,079
- Administrative expenses
- $80,144
- Total expenses
- $346,223
- Net increase / (decrease)
- $254,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Priac | NONE | $21,214 | $21,214 | 2023 |
| Oneill Consulting Corp | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Roth And Roth | NONE | $10,250 | not reported in the loaded dataset | 2023 |
| Empower | NONE | $8,176 | not reported in the loaded dataset | 2023 |
| Spear Wilderman | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Anthony Pontarelli Cpa, LLC | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Lo 194 Industrial Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Wayne, PA
- Priac — Schedule C compensation
- Oneill Consulting Corp — Schedule C compensation
- Roth And Roth — Schedule C compensation
- Empower — Schedule C compensation
- Spear Wilderman — Schedule C compensation
- Anthony Pontarelli Cpa, LLC — Schedule C compensation