2023 Form 5500 filing — Norcal Kenworth 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923191242NAL0006877907001) for Norcal Kenworth 401(K) Plan, reported by Ssmb Pacific Holding Company, Inc. under EIN 94-3328854 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923191242NAL0006877907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ssmb Pacific Holding Company, Inc.
- EIN
- 94-3328854
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $797,621
- Benefits paid
- $15,971,788
- Administrative expenses
- $11,610
- Total expenses
- $15,992,392
- Net increase / (decrease)
- -$15,194,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Holthouse Carlin & Van Trigt | ACCOUNTANT | $11,237 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26 | $0 |