Sheet Metal Workers' Intl Scholarship Fund — Form 5500 plan (Board Of Trustees Of The Sheet Metal Workers Intl Scholarship 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' Intl Scholarship Fund is a benefit plan reported by Board Of Trustees Of The Sheet Metal Workers Intl Scholarship Fund under EIN 52-1581247 and plan number 501. The latest loaded filing year is 2023. The filing reports 33,314 participants and $5,343,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Sheet Metal Workers Intl Scholarship Fund
- EIN
- 52-1581247
- Plan number
- 501
- Plan type
- 1
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 33,314
- End-of-year plan assets
- $5,343,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33,314 | H, C | 20250402115837NAL0004891571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,343,601
- Total liabilities (EOY)
- $1,632,869
- Net assets (EOY)
- $3,710,732
- Net assets (BOY)
- $3,307,184
Income & contributions
- Employer contributions
- $566,918
- Total contributions
- $566,918
- Total income / additions
- $956,045
Expenses & distributions
- Benefits paid
- $491,605
- Administrative expenses
- $60,892
- Total expenses
- $552,497
- Net increase / (decrease)
- $403,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Calibre Cpa Group, Pllc | NONE | $16,200 | not reported in the loaded dataset | 2023 |
| The Dobbs Group/Graystone Consultin | NONE | $12,730 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, Pllc | NONE | $10,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Sheet Metal Workers Intl Scholarship Fund
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Calibre Cpa Group, Pllc — Schedule C compensation
- The Dobbs Group/Graystone Consultin — Schedule C compensation
- Bredhoff & Kaiser, Pllc — Schedule C compensation