Southern California Plastering Institute Vacation Trust Fund — Form 5500 plan (Board Of Trustees Of Above Named 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, Southern California Plastering Institute Vacation Trust Fund is a benefit plan reported by Board Of Trustees Of Above Named Plan under EIN 95-4766609 and plan number 501. The latest loaded filing year is 2023. The filing reports 398 participants and $2,814,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Above Named Plan
- EIN
- 95-4766609
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 398
- End-of-year plan assets
- $2,814,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 398 | H, C | 20241011134802NAL0021972113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,814,809
- Total liabilities (EOY)
- $2,000,975
- Net assets (EOY)
- $813,834
- Net assets (BOY)
- $729,507
Income & contributions
- Employer contributions
- $2,746,091
- Total contributions
- $2,746,091
- Total income / additions
- $2,875,135
Expenses & distributions
- Benefits paid
- $2,744,858
- Administrative expenses
- $45,950
- Total expenses
- $2,790,808
- Net increase / (decrease)
- $84,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Berry & Co., Cpa'S Ltd | NONE | $20,380 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $17,715 | not reported in the loaded dataset | 2023 |