Southern California Floor Covering Pension Trust Fund — Form 5500 plan (Board Of Trustees, Southern California Floor Covering)
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 Floor Covering Pension Trust Fund is a benefit plan reported by Board Of Trustees, Southern California Floor Covering under EIN 51-6031409 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,356 participants and $104,230,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Southern California Floor Covering
- EIN
- 51-6031409
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 1,356
- End-of-year plan assets
- $104,230,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,356 | H, C | 20241014145421NAL0046459760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,230,567
- Total liabilities (EOY)
- $691,518
- Net assets (EOY)
- $103,539,049
- Net assets (BOY)
- $96,521,597
Income & contributions
- Employer contributions
- $4,323,140
- Total contributions
- $4,323,140
- Total income / additions
- $15,221,529
Expenses & distributions
- Benefits paid
- $7,554,315
- Administrative expenses
- $649,762
- Total expenses
- $8,204,077
- Net increase / (decrease)
- $7,017,452
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $156,203 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $81,000 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $64,199 | not reported in the loaded dataset | 2023 |
| Voya Investment Management Co. LLC | NONE | $45,694 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $37,400 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $34,480 | $0 | 2023 |
| Goldman Sachs | NONE | $33,257 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc | NONE | $28,197 | not reported in the loaded dataset | 2023 |
| Wohlner Kaplon Cutler Halford & Ros | NONE | $18,511 | not reported in the loaded dataset | 2023 |
| Alsweet & Associates | NONE | $13,630 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Southern California Floor Covering
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Voya Investment Management Co. LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Us Bank — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Washington Capital Management Inc — Schedule C compensation
- Wohlner Kaplon Cutler Halford & Ros — Schedule C compensation
- Alsweet & Associates — Schedule C compensation