Solano/Napa Counties Electrical Workers Profit Sharing Plan — Form 5500 plan (Board Of Trustees Of Solano/Napa Counties Electrical Workers Profit)
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, Solano/Napa Counties Electrical Workers Profit Sharing Plan is a benefit plan reported by Board Of Trustees Of Solano/Napa Counties Electrical Workers Profit under EIN 94-6220673 and plan number 002. The latest loaded filing year is 2023. The filing reports 767 participants and $45,749,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Solano/Napa Counties Electrical Workers Profit
- EIN
- 94-6220673
- Plan number
- 002
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 767
- End-of-year plan assets
- $45,749,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 767 | H, C | 20241015130838NAL0028523297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,749,269
- Total liabilities (EOY)
- $75,277
- Net assets (EOY)
- $45,673,992
- Net assets (BOY)
- $40,522,052
Income & contributions
- Employer contributions
- $2,244,486
- Participant contributions
- $549,932
- Total contributions
- $2,794,418
- Total income / additions
- $8,806,331
Expenses & distributions
- Benefits paid
- $3,418,592
- Administrative expenses
- $235,799
- Total expenses
- $3,654,391
- Net increase / (decrease)
- $5,151,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $65,490 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $31,542 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $19,583 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $17,680 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $5,630 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Solano/Napa Counties Electrical Workers Profit
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Us Bank — Schedule C compensation