Plan5500

2023 Form 5500 filing — Sheet Metal Workers Local No. 2 401(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 20241007121507NAL0015143345002) for Sheet Metal Workers Local No. 2 401(K) Plan, reported by Board Of Trustees Sheet Metal Workers Local 2 under EIN 31-1648261 and plan number 001. It reports 2,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007121507NAL0015143345002
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Sheet Metal Workers Local 2
EIN
31-1648261
Plan number
001
Location
Kansas City, MO
Participants
2,134
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$97,365,123
Total liabilities (EOY)
$54,977
Net assets (EOY)
$97,310,146
Participant contributions
$4,912,478
Total income / additions
$18,356,300
Benefits paid
$6,616,255
Administrative expenses
$257,584
Total expenses
$6,873,839
Net increase / (decrease)
$11,482,461
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sageview Advisory Group, LLCINVESTMENT ADVISOR$92,871not reported in the loaded dataset
Tic International CorporationCONTRACT ADMINISTRATOR$56,790not reported in the loaded dataset
Cook Castle Associates, LLCINSURANCE BROKER$43,696not reported in the loaded dataset
Novak Birks, P.C.AUDITOR$32,602not reported in the loaded dataset
Empower Annuity Ins Co Of AmericaRECORDKEEPER$19,542$0
Rouse Frets Gentile & Rhodes LLCLEGAL SERVICES$12,083not reported in the loaded dataset

Related Form 5500 pages