Northern California Tile Industry Defined Contribution Plan — Form 5500 plan (Board Of Trustees, Northern California Tile Industry)
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, Northern California Tile Industry Defined Contribution Plan is a benefit plan reported by Board Of Trustees, Northern California Tile Industry under EIN 94-6129121 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,990 participants and $52,085,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Northern California Tile Industry
- EIN
- 94-6129121
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 2,990
- End-of-year plan assets
- $52,085,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,990 | H, C | 20241008205503NAL0029702896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,085,149
- Total liabilities (EOY)
- $15,662
- Net assets (EOY)
- $52,069,487
- Net assets (BOY)
- $49,355,496
Income & contributions
- Employer contributions
- $1,618,120
- Total contributions
- $1,618,120
- Total income / additions
- $5,479,236
Expenses & distributions
- Benefits paid
- $2,374,682
- Administrative expenses
- $390,563
- Total expenses
- $2,765,245
- Net increase / (decrease)
- $2,713,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles | NONE | $40,139 | $13,602 | 2023 |
| Benesys Administrators Inc. | NONE | $48,129 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $40,651 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $40,631 | not reported in the loaded dataset | 2023 |
| Polen Capital | NONE | $25,852 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $24,409 | $0 | 2023 |
| Smart Source LLC | NONE | $18,476 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $14,790 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $14,216 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $12,176 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Northern California Tile Industry
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Loomis Sayles — Schedule C compensation
- Benesys Administrators Inc. — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Polen Capital — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation