2023 Form 5500 filing — Northern California Carpenters 401(K) Trust 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 20250616111356NAL0002227426002) for Northern California Carpenters 401(K) Trust Fund, reported by Board Of Trustees, Northern California Carpenters 401(K) Trust Fund under EIN 80-0204601 and plan number 001. It reports 3,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616111356NAL0002227426002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Northern California Carpenters 401(K) Trust Fund
- EIN
- 80-0204601
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 3,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,405,661
- Total liabilities (EOY)
- $152,954
- Net assets (EOY)
- $215,252,707
- Employer contributions
- $729,852
- Participant contributions
- $22,658,753
- Total income / additions
- $55,463,972
- Benefits paid
- $15,448,121
- Administrative expenses
- $739,021
- Total expenses
- $16,187,142
- Net increase / (decrease)
- $39,276,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $295,504 | $0 |
| C.F.A.O | SALARIED ADMINISTRATOR | $256,634 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $26,180 | not reported in the loaded dataset |
| World Investment Advisors, LLC | NONE | $22,138 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $18,089 | not reported in the loaded dataset |
| Weinberg | NONE | $13,956 | not reported in the loaded dataset |