Pacific Coast Shipyards Metal Trades Trust Fund — Form 5500 plan (Pacific Coast Shipyards Metal Trades 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, Pacific Coast Shipyards Metal Trades Trust Fund is a benefit plan reported by Pacific Coast Shipyards Metal Trades Trust Fund under EIN 94-1248513 and plan number 501. The latest loaded filing year is 2023. The filing reports 184 participants and $7,089,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Coast Shipyards Metal Trades Trust Fund
- EIN
- 94-1248513
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $7,089,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20250105062940NAL0010429312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,089,406
- Total liabilities (EOY)
- $47,863
- Net assets (EOY)
- $7,041,543
- Net assets (BOY)
- $6,852,109
Income & contributions
- Employer contributions
- $2,142,672
- Participant contributions
- $234,864
- Total contributions
- $2,377,536
- Total income / additions
- $2,913,932
Expenses & distributions
- Benefits paid
- $2,206,302
- Administrative expenses
- $518,196
- Total expenses
- $2,724,498
- Net increase / (decrease)
- $189,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $290,602 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $64,104 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $48,278 | not reported in the loaded dataset | 2023 |
| Law Offices Of Carroll And Scully | NONE | $36,401 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $21,041 | $0 | 2023 |
| Us Bank | NONE | $15,588 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $12,874 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Coast Shipyards Metal Trades Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Law Offices Of Carroll And Scully — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation