Sheet Metal Workers International Assoc., Local 3 401(K) Plan — Form 5500 plan (Sheet Metal Workers International Assoc., Local 3)
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 International Assoc., Local 3 401(K) Plan is a benefit plan reported by Sheet Metal Workers International Assoc., Local 3 under EIN 47-0795205 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $50,264,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers International Assoc., Local 3
- EIN
- 47-0795205
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $50,264,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20250130095040NAL0000649649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,264,443
- Total liabilities (EOY)
- $40,815
- Net assets (EOY)
- $50,223,628
- Net assets (BOY)
- $43,351,658
Income & contributions
- Employer contributions
- $2,052,550
- Participant contributions
- $861,465
- Total contributions
- $2,915,533
- Total income / additions
- $9,108,319
Expenses & distributions
- Benefits paid
- $2,142,915
- Administrative expenses
- $93,434
- Total expenses
- $2,236,349
- Net increase / (decrease)
- $6,871,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | VENDOR | $80,259 | $20,214 | 2023 |
| Benefit Plans Inc | TPA | $59,095 | $5,390 | 2023 |
| Commonwealth Financial Network | ADVISOR | $56,669 | not reported in the loaded dataset | 2023 |
| O'Donnell Ficenec Wills & Ferdig | CPA | $50,000 | not reported in the loaded dataset | 2023 |
| Securities America | ADVISOR | $0 | $18,095 | 2023 |
| Weinberg And Weinberg | ATTORNEY | $2,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers International Assoc., Local 3
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Nationwide — Schedule C compensation
- Benefit Plans Inc — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- O'Donnell Ficenec Wills & Ferdig — Schedule C compensation
- Securities America — Schedule C compensation
- Weinberg And Weinberg — Schedule C compensation