Scufcw Joint Benefit Funds 401(K) Plan — Form 5500 plan (Scufcw Joint Benfit Funds LLC)
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, Scufcw Joint Benefit Funds 401(K) Plan is a benefit plan reported by Scufcw Joint Benfit Funds LLC under EIN 74-3243950 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $9,272,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scufcw Joint Benfit Funds LLC
- EIN
- 74-3243950
- Plan number
- 002
- Plan type
- 2
- Location
- Cypress, CA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $9,272,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240919181653NAL0011132352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,272,694
- Net assets (EOY)
- $9,272,694
- Net assets (BOY)
- $8,616,051
Income & contributions
- Participant contributions
- $612,729
- Total contributions
- $692,429
- Total income / additions
- $1,864,853
Expenses & distributions
- Benefits paid
- $1,166,526
- Administrative expenses
- $41,684
- Total expenses
- $1,208,210
- Net increase / (decrease)
- $656,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Financial Services | NONE | $21,404 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $20,356 | not reported in the loaded dataset | 2023 |