Sheet Metal Workers' Local 206 Section 401(A) Plan — Form 5500 plan (Board Of Trustees, Sheet Metal Workers' Local 206)
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 206 Section 401(A) Plan is a benefit plan reported by Board Of Trustees, Sheet Metal Workers' Local 206 under EIN 33-0614939 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,841 participants and $55,473,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sheet Metal Workers' Local 206
- EIN
- 33-0614939
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,841
- End-of-year plan assets
- $55,473,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,841 | H, C | 20250312192503NAL0012089891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,473,601
- Total liabilities (EOY)
- $68,524
- Net assets (EOY)
- $55,405,077
- Net assets (BOY)
- $48,761,479
Income & contributions
- Employer contributions
- $3,009,347
- Total contributions
- $3,015,551
- Total income / additions
- $10,360,189
Expenses & distributions
- Benefits paid
- $3,371,179
- Administrative expenses
- $345,412
- Total expenses
- $3,716,591
- Net increase / (decrease)
- $6,643,598
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $190,064 | $0 | 2023 |
| Mammini Company Inc. | NONE | $40,380 | $0 | 2023 |
| Gilbert & Sackman | NONE | $25,270 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $22,717 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $19,700 | not reported in the loaded dataset | 2023 |
| Smacna San Diego | NONE | $18,237 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sheet Metal Workers' Local 206
- 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
- Gilbert & Sackman — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Smacna San Diego — Schedule C compensation