Plan5500

Norcal Kenworth 401(K) Plan — Form 5500 plan (Ssmb Pacific Holding Company, Inc.)

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, Norcal Kenworth 401(K) Plan is a benefit plan reported by Ssmb Pacific Holding Company, Inc. under EIN 94-3328854 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ssmb Pacific Holding Company, Inc.
EIN
94-3328854
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
351
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20240923191242NAL0006877907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$15,194,771

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$797,621

Expenses & distributions

Benefits paid
$15,971,788
Administrative expenses
$11,610
Total expenses
$15,992,392
Net increase / (decrease)
-$15,194,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Holthouse Carlin & Van TrigtACCOUNTANT$11,237not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26$02023

Related Form 5500 pages