Sheet Metal Workers Local 100 401k Plan — Form 5500 plan (Sheet Metal Workers Local 100 401k Plan)
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 100 401k Plan is a benefit plan reported by Sheet Metal Workers Local 100 401k Plan under EIN 52-2080474 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,087 participants and $147,690,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local 100 401k Plan
- EIN
- 52-2080474
- Plan number
- 002
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 4,087
- End-of-year plan assets
- $147,690,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,087 | H, C | 20241015121227NAL0047813280004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,690,274
- Total liabilities (EOY)
- $29,943
- Net assets (EOY)
- $147,660,331
- Net assets (BOY)
- $130,340,648
Income & contributions
- Employer contributions
- $3,085,737
- Participant contributions
- $3,973,089
- Total contributions
- $7,269,313
- Total income / additions
- $26,963,395
Expenses & distributions
- Benefits paid
- $8,658,935
- Administrative expenses
- $253,130
- Total expenses
- $9,643,712
- Net increase / (decrease)
- $17,319,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company | NONE | $661,217 | $0 | 2023 |
| William C. Earhart Co., Inc | NONE | $113,077 | not reported in the loaded dataset | 2023 |
| Gyl Financial Synergies, LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $26,907 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $14,268 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal Workers Local 100 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Prudential Insurance Company — Schedule C compensation
- William C. Earhart Co., Inc — Schedule C compensation
- Gyl Financial Synergies, LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation