Sheet Metal Workers Local No. 22 Education Fund — Form 5500 plan (Sheet Metal Workers Local 22 Education Fund)
Plain-English plan 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, Sheet Metal Workers Local No. 22 Education Fund is a benefit plan reported by Sheet Metal Workers Local 22 Education Fund under EIN 22-1976682 and plan number 999. The latest loaded filing year is 2023. The filing reports 57 participants and $2,719,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 22 Education Fund
- EIN
- 22-1976682
- Plan number
- 999
- Plan type
- 1
- Location
- Cranford, NJ
- Latest filing year
- 2023
- Participants
- 57
- End-of-year plan assets
- $2,719,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 57 | H, C | 20241011164820NAL0011196435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,719,466
- Total liabilities (EOY)
- $175,271
- Net assets (EOY)
- $2,544,195
- Net assets (BOY)
- $2,088,570
Income & contributions
- Employer contributions
- $634,814
- Total contributions
- $634,814
- Total income / additions
- $893,644
Expenses & distributions
- Administrative expenses
- $428,738
- Total expenses
- $438,019
- Net increase / (decrease)
- $455,625
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Beelitz | NONE | $45,391 | not reported in the loaded dataset | 2023 |
| Chester Komoroski | NONE | $26,527 | not reported in the loaded dataset | 2023 |
| Muller Buhlin Associates, Inc | NONE | $11,400 | not reported in the loaded dataset | 2023 |