Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) Plan — Form 5500 plan (Central Iowa Sheet Metal Workers Supplemental Retirement 401(K))

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, Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) Plan is a benefit plan reported by Central Iowa Sheet Metal Workers Supplemental Retirement 401(K) under EIN 42-1401231 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $55,125,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Iowa Sheet Metal Workers Supplemental Retirement 401(K)
EIN
42-1401231
Plan number
001
Plan type
1
Location
Des Moines, IA
Latest filing year
2023
Participants
516
End-of-year plan assets
$55,125,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023516H, C20240909100008NAL0004381393002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,125,888
Total liabilities (EOY)
$14,925
Net assets (EOY)
$55,110,963
Net assets (BOY)
$45,356,195

Income & contributions

Employer contributions
$2,125,440
Participant contributions
$154,124
Total contributions
$2,279,564
Total income / additions
$11,198,439

Expenses & distributions

Benefits paid
$1,355,279
Administrative expenses
$88,392
Total expenses
$1,443,671
Net increase / (decrease)
$9,754,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisorsnot reported in the loaded dataset$36,050not reported in the loaded dataset2023
Deboer & Associates, Pcnot reported in the loaded dataset$17,573not reported in the loaded dataset2023
Sheet Metal Workers Int'L Union 45not reported in the loaded dataset$7,662not reported in the loaded dataset2023
Principal Life Insurance Companynot reported in the loaded dataset$4,992$02023

Related Form 5500 pages