Southern California Sheet Metal Workers' 401(A) Plan — Form 5500 plan (Board Of Trustees, Southern California Sheet Metal)
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, Southern California Sheet Metal Workers' 401(A) Plan is a benefit plan reported by Board Of Trustees, Southern California Sheet Metal under EIN 33-0319259 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,858 participants and $490,009,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Sheet Metal
- EIN
- 33-0319259
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 9,858
- End-of-year plan assets
- $490,009,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,858 | H, C | 20250320192507NAL0013837570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $490,009,791
- Total liabilities (EOY)
- $247,318
- Net assets (EOY)
- $489,762,473
- Net assets (BOY)
- $444,052,600
Income & contributions
- Employer contributions
- $15,948,519
- Total contributions
- $16,369,871
- Total income / additions
- $83,940,893
Expenses & distributions
- Benefits paid
- $36,743,617
- Administrative expenses
- $1,487,403
- Total expenses
- $38,231,020
- Net increase / (decrease)
- $45,709,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $935,806 | $0 | 2023 |
| Mammini Company Inc. | NONE | $182,623 | $0 | 2023 |
| Matrix Trust Company | NONE | $134,325 | $0 | 2023 |
| Gilbert & Sackman | NONE | $93,505 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,400 | not reported in the loaded dataset | 2023 |
| Sheet Metal Benefit Plan Admin. | NONE | $23,965 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Sheet Metal
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Northwest Plan Services — Schedule C compensation
- Mammini Company Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Sheet Metal Benefit Plan Admin. — Schedule C compensation