Sheet Metal Workers Local No. 2 401(K) Plan — Form 5500 plan (Board Of Trustees Sheet Metal Workers Local 2)
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. 2 401(K) Plan is a benefit plan reported by Board Of Trustees Sheet Metal Workers Local 2 under EIN 31-1648261 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,134 participants and $97,365,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Sheet Metal Workers Local 2
- EIN
- 31-1648261
- Plan number
- 001
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,134
- End-of-year plan assets
- $97,365,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,134 | H, C | 20241007121507NAL0015143345002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,365,123
- Total liabilities (EOY)
- $54,977
- Net assets (EOY)
- $97,310,146
- Net assets (BOY)
- $85,827,685
Income & contributions
- Participant contributions
- $4,912,478
- Total contributions
- $4,931,782
- Total income / additions
- $18,356,300
Expenses & distributions
- Benefits paid
- $6,616,255
- Administrative expenses
- $257,584
- Total expenses
- $6,873,839
- Net increase / (decrease)
- $11,482,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $92,871 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | CONTRACT ADMINISTRATOR | $56,790 | not reported in the loaded dataset | 2023 |
| Cook Castle Associates, LLC | INSURANCE BROKER | $43,696 | not reported in the loaded dataset | 2023 |
| Novak Birks, P.C. | AUDITOR | $32,602 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $19,542 | $0 | 2023 |
| Rouse Frets Gentile & Rhodes LLC | LEGAL SERVICES | $12,083 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Sheet Metal Workers Local 2
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Sageview Advisory Group, LLC — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Cook Castle Associates, LLC — Schedule C compensation
- Novak Birks, P.C. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Rouse Frets Gentile & Rhodes LLC — Schedule C compensation