2023 Form 5500 filing — Central California Ibew-Neca Profit Sharing 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 20241010232524NAL0021043409001) for Central California Ibew-Neca Profit Sharing Plan, reported by Board Of Trustees, Central California Ibew-Neca under EIN 95-6209008 and plan number 002. It reports 943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010232524NAL0021043409001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Central California Ibew-Neca
- EIN
- 95-6209008
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,191,475
- Total liabilities (EOY)
- $221,504
- Net assets (EOY)
- $70,969,971
- Employer contributions
- $1,163,628
- Participant contributions
- $1,335,564
- Total income / additions
- $9,185,342
- Benefits paid
- $2,453,681
- Administrative expenses
- $150,627
- Total expenses
- $2,604,308
- Net increase / (decrease)
- $6,581,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $31,308 | not reported in the loaded dataset |
| Berla Investment Consulting | NONE | $29,600 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $20,161 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $9,710 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $5,520 | not reported in the loaded dataset |