2023 Form 5500 filing — Central South Carpenters And Milwrights Defined Contribution Fund
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 20241015144637NAL0016661523004) for Central South Carpenters And Milwrights Defined Contribution Fund, reported by Board Of Trustees Of The Central South Carpenters And Millwrights Defi under EIN 71-0851216 and plan number 001. It reports 16,820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144637NAL0016661523004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Central South Carpenters And Millwrights Defi
- EIN
- 71-0851216
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 16,820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $261,324,349
- Total liabilities (EOY)
- $127,497
- Net assets (EOY)
- $261,196,852
- Employer contributions
- $15,015,983
- Participant contributions
- $302,926
- Total income / additions
- $47,894,127
- Benefits paid
- $15,406,942
- Administrative expenses
- $431,104
- Total expenses
- $15,838,046
- Net increase / (decrease)
- $32,056,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | ADMINISTRATOR | $134,512 | not reported in the loaded dataset |
| The Youngdahl Law Firm, P.C. | LEGAL | $81,545 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT MANAGEMENT | $51,492 | not reported in the loaded dataset |
| Alan D Biller Associates, Inc. | CONSULTING | $50,000 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $18,733 | not reported in the loaded dataset |
| Invesco Trust Company | INVESTMENT MANAGEMENT | $12,818 | not reported in the loaded dataset |