2023 Form 5500 filing — Sheet Metal Workers International Assoc., Local 3 401(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 20250130095040NAL0000649649001) for Sheet Metal Workers International Assoc., Local 3 401(K) Plan, reported by Sheet Metal Workers International Assoc., Local 3 under EIN 47-0795205 and plan number 001. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130095040NAL0000649649001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Sheet Metal Workers International Assoc., Local 3
- EIN
- 47-0795205
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,264,443
- Total liabilities (EOY)
- $40,815
- Net assets (EOY)
- $50,223,628
- Employer contributions
- $2,052,550
- Participant contributions
- $861,465
- Total income / additions
- $9,108,319
- Benefits paid
- $2,142,915
- Administrative expenses
- $93,434
- Total expenses
- $2,236,349
- Net increase / (decrease)
- $6,871,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | VENDOR | $80,259 | $20,214 |
| Benefit Plans Inc | TPA | $59,095 | $5,390 |
| Commonwealth Financial Network | ADVISOR | $56,669 | not reported in the loaded dataset |
| O'Donnell Ficenec Wills & Ferdig | CPA | $50,000 | not reported in the loaded dataset |
| Securities America | ADVISOR | $0 | $18,095 |
| Weinberg And Weinberg | ATTORNEY | $2,350 | not reported in the loaded dataset |