California Sheet Metal Works, Inc. Employee Stock Ownership Plan — Form 5500 plan (California Sheet Metal Works, Inc.)
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, California Sheet Metal Works, Inc. Employee Stock Ownership Plan is a benefit plan reported by California Sheet Metal Works, Inc. under EIN 95-2043027 and plan number 005. The latest loaded filing year is 2023. The filing reports 165 participants and $28,403,764 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Sheet Metal Works, Inc.
- EIN
- 95-2043027
- Plan number
- 005
- Plan type
- 2
- Location
- El Cajon, CA
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $28,403,764
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H | 20241008173843NAL0008628371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,403,764
- Total liabilities (EOY)
- $1,962,556
- Net assets (EOY)
- $26,441,208
- Net assets (BOY)
- $19,633,436
Income & contributions
- Employer contributions
- $183,429
- Total contributions
- $183,429
- Total income / additions
- $9,454,897
Expenses & distributions
- Benefits paid
- $2,585,311
- Administrative expenses
- $0
- Total expenses
- $2,647,125
- Net increase / (decrease)
- $6,807,772
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.