Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) Plan — Form 5500 plan (Central Iowa Sheet Metal Workers Supplemental Retirement 401(K))
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, Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) Plan is a benefit plan reported by Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) under EIN 42-1401231 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $55,125,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(K)
- EIN
- 42-1401231
- Plan number
- 001
- Plan type
- 1
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $55,125,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20240909100008NAL0004381393002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,125,888
- Total liabilities (EOY)
- $14,925
- Net assets (EOY)
- $55,110,963
- Net assets (BOY)
- $45,356,195
Income & contributions
- Employer contributions
- $2,125,440
- Participant contributions
- $154,124
- Total contributions
- $2,279,564
- Total income / additions
- $11,198,439
Expenses & distributions
- Benefits paid
- $1,355,279
- Administrative expenses
- $88,392
- Total expenses
- $1,443,671
- Net increase / (decrease)
- $9,754,768
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors | not reported in the loaded dataset | $36,050 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $17,573 | not reported in the loaded dataset | 2023 |
| Sheet Metal Workers Int'L Union 45 | not reported in the loaded dataset | $7,662 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | not reported in the loaded dataset | $4,992 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Iowa Sheet Metal Workers Supplemental Retirement 401(K)
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Fiducient Advisors — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Sheet Metal Workers Int'L Union 45 — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation