Central California Ibew-Neca Profit Sharing Plan — Form 5500 plan (Board Of Trustees, Central California Ibew-Neca)
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, Central California Ibew-Neca Profit Sharing Plan is a benefit plan reported by Board Of Trustees, Central California Ibew-Neca under EIN 95-6209008 and plan number 002. The latest loaded filing year is 2023. The filing reports 943 participants and $71,191,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Central California Ibew-Neca
- EIN
- 95-6209008
- Plan number
- 002
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 943
- End-of-year plan assets
- $71,191,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 943 | H, C | 20241010232524NAL0021043409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,191,475
- Total liabilities (EOY)
- $221,504
- Net assets (EOY)
- $70,969,971
- Net assets (BOY)
- $64,388,937
Income & contributions
- Employer contributions
- $1,163,628
- Participant contributions
- $1,335,564
- Total contributions
- $2,499,192
- Total income / additions
- $9,185,342
Expenses & distributions
- Benefits paid
- $2,453,681
- Administrative expenses
- $150,627
- Total expenses
- $2,604,308
- Net increase / (decrease)
- $6,581,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $31,308 | not reported in the loaded dataset | 2023 |
| Berla Investment Consulting | NONE | $29,600 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $20,161 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $9,710 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $5,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Central California Ibew-Neca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Berla Investment Consulting — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation