Northern California Carpenters 401(K) Trust Fund — Form 5500 plan (Board Of Trustees, Northern California Carpenters 401(K) Trust Fund)
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, Northern California Carpenters 401(K) Trust Fund is a benefit plan reported by Board Of Trustees, Northern California Carpenters 401(K) Trust Fund under EIN 80-0204601 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,759 participants and $215,405,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northern California Carpenters 401(K) Trust Fund
- EIN
- 80-0204601
- Plan number
- 001
- Plan type
- 1
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 3,759
- End-of-year plan assets
- $215,405,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,759 | H, C | 20250616111356NAL0002227426002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,405,661
- Total liabilities (EOY)
- $152,954
- Net assets (EOY)
- $215,252,707
- Net assets (BOY)
- $175,975,877
Income & contributions
- Employer contributions
- $729,852
- Participant contributions
- $22,658,753
- Total contributions
- $23,814,214
- Total income / additions
- $55,463,972
Expenses & distributions
- Benefits paid
- $15,448,121
- Administrative expenses
- $739,021
- Total expenses
- $16,187,142
- Net increase / (decrease)
- $39,276,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $295,504 | $0 | 2023 |
| C.F.A.O | SALARIED ADMINISTRATOR | $256,634 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $26,180 | not reported in the loaded dataset | 2023 |
| World Investment Advisors, LLC | NONE | $22,138 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $18,089 | not reported in the loaded dataset | 2023 |
| Weinberg | NONE | $13,956 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northern California Carpenters 401(K) Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- John Hancock — Schedule C compensation
- C.F.A.O — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- World Investment Advisors, LLC — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Weinberg — Schedule C compensation