2023 Form 5500 filing — Northern California Tile Industry Defined Contribution 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 20241008205503NAL0029702896001) for Northern California Tile Industry Defined Contribution Plan, reported by Board Of Trustees, Northern California Tile Industry under EIN 94-6129121 and plan number 002. It reports 2,990 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008205503NAL0029702896001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northern California Tile Industry
- EIN
- 94-6129121
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 2,990
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,085,149
- Total liabilities (EOY)
- $15,662
- Net assets (EOY)
- $52,069,487
- Employer contributions
- $1,618,120
- Total income / additions
- $5,479,236
- Benefits paid
- $2,374,682
- Administrative expenses
- $390,563
- Total expenses
- $2,765,245
- Net increase / (decrease)
- $2,713,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles | NONE | $40,139 | $13,602 |
| Benesys Administrators Inc. | NONE | $48,129 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $40,651 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $40,631 | not reported in the loaded dataset |
| Polen Capital | NONE | $25,852 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $25,000 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $24,409 | $0 |
| Smart Source LLC | NONE | $18,476 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $14,790 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $14,216 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $12,176 | not reported in the loaded dataset |