California Machinists 401k Plan — Form 5500 plan (Board Of Trustees Of California Machinists 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, California Machinists 401k Plan is a benefit plan reported by Board Of Trustees Of California Machinists 401k Plan under EIN 94-3250849 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,062 participants and $147,566,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of California Machinists 401k Plan
- EIN
- 94-3250849
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 3,062
- End-of-year plan assets
- $147,566,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,062 | H, C | 20250703082552NAL0000187539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,566,782
- Total liabilities (EOY)
- $29,900
- Net assets (EOY)
- $147,536,882
- Net assets (BOY)
- $116,296,949
Income & contributions
- Employer contributions
- $4,962,948
- Participant contributions
- $4,835,017
- Total contributions
- $9,797,965
- Total income / additions
- $40,863,731
Expenses & distributions
- Benefits paid
- $9,037,899
- Administrative expenses
- $439,868
- Total expenses
- $9,623,798
- Net increase / (decrease)
- $31,239,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withumsmith+Brown, Pc | NONE | $194,254 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $130,317 | $0 | 2023 |
| Morgan Stanley | NONE | $108,567 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $56,621 | $0 | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $15,566 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $7,077 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of California Machinists 401k Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Withumsmith+Brown, Pc — Schedule C compensation
- Nwps — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Comerica Bank — Schedule C compensation