Central South Carpenters And Milwrights Defined Contribution Fund — Form 5500 plan (Board Of Trustees Of The Central South Carpenters And Millwrights Defi)
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 South Carpenters And Milwrights Defined Contribution Fund is a benefit plan reported by Board Of Trustees Of The Central South Carpenters And Millwrights Defi under EIN 71-0851216 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,820 participants and $261,324,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Central South Carpenters And Millwrights Defi
- EIN
- 71-0851216
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 16,820
- End-of-year plan assets
- $261,324,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,820 | H, C | 20241015144637NAL0016661523004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $261,324,349
- Total liabilities (EOY)
- $127,497
- Net assets (EOY)
- $261,196,852
- Net assets (BOY)
- $185,861,637
Income & contributions
- Employer contributions
- $15,015,983
- Participant contributions
- $302,926
- Total contributions
- $15,318,909
- Total income / additions
- $47,894,127
Expenses & distributions
- Benefits paid
- $15,406,942
- Administrative expenses
- $431,104
- Total expenses
- $15,838,046
- Net increase / (decrease)
- $32,056,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | ADMINISTRATOR | $134,512 | not reported in the loaded dataset | 2023 |
| The Youngdahl Law Firm, P.C. | LEGAL | $81,545 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT MANAGEMENT | $51,492 | not reported in the loaded dataset | 2023 |
| Alan D Biller Associates, Inc. | CONSULTING | $50,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $18,733 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | INVESTMENT MANAGEMENT | $12,818 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Central South Carpenters And Millwrights Defi
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- The Youngdahl Law Firm, P.C. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Alan D Biller Associates, Inc. — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Invesco Trust Company — Schedule C compensation