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SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 401k Plan overview

Plan NameSOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN
Plan identification number 001

SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SOUTHERN CALIFORNIA SHEET METAL
Employer identification number (EIN):330319259
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01LUTHER MEDINA WILLIAM BURROW2018-02-09
0012015-07-01LUTHER MEDINA WILLIAM BURROW2017-02-10
0012014-07-01LUTHER MEDINA WILLIAM BURROW2016-02-16
0012013-07-01LUTHER MEDINA WILLIAM BURROW2015-01-06
0012012-07-01LUTHER MEDINA WILLIAM BURROW2014-02-11
0012011-07-01LUTHER MEDINA WILLIAM BURROW2013-02-27
0012009-07-01ROY RINGWOOD WILLIAM BURROW2011-02-28

Plan Statistics for SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN

401k plan membership statisitcs for SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN

Measure Date Value
2022: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-019,877
Total number of active participants reported on line 7a of the Form 55002022-07-014,054
Number of retired or separated participants receiving benefits2022-07-01209
Number of other retired or separated participants entitled to future benefits2022-07-015,549
Total of all active and inactive participants2022-07-019,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0146
Total participants2022-07-019,858
Number of participants with account balances2022-07-019,858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Number of employers contributing to the scheme2022-07-01466
2021: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-019,766
Total number of active participants reported on line 7a of the Form 55002021-07-014,288
Number of retired or separated participants receiving benefits2021-07-01202
Number of other retired or separated participants entitled to future benefits2021-07-015,368
Total of all active and inactive participants2021-07-019,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0119
Total participants2021-07-019,877
Number of participants with account balances2021-07-019,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-01481
2020: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-019,591
Total number of active participants reported on line 7a of the Form 55002020-07-014,442
Number of retired or separated participants receiving benefits2020-07-01155
Number of other retired or separated participants entitled to future benefits2020-07-015,152
Total of all active and inactive participants2020-07-019,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0117
Total participants2020-07-019,766
Number of participants with account balances2020-07-019,766
Number of employers contributing to the scheme2020-07-01479
2019: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-019,258
Total number of active participants reported on line 7a of the Form 55002019-07-014,470
Number of retired or separated participants receiving benefits2019-07-01164
Number of other retired or separated participants entitled to future benefits2019-07-014,941
Total of all active and inactive participants2019-07-019,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0116
Total participants2019-07-019,591
Number of participants with account balances2019-07-019,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-01476
2018: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-018,899
Total number of active participants reported on line 7a of the Form 55002018-07-014,257
Number of retired or separated participants receiving benefits2018-07-01212
Number of other retired or separated participants entitled to future benefits2018-07-014,772
Total of all active and inactive participants2018-07-019,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0117
Total participants2018-07-019,258
Number of participants with account balances2018-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-01470
2017: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-018,699
Total number of active participants reported on line 7a of the Form 55002017-07-013,854
Number of retired or separated participants receiving benefits2017-07-01184
Number of other retired or separated participants entitled to future benefits2017-07-014,847
Total of all active and inactive participants2017-07-018,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0114
Total participants2017-07-018,899
Number of participants with account balances2017-07-018,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-01463
2016: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-018,557
Total number of active participants reported on line 7a of the Form 55002016-07-013,859
Number of other retired or separated participants entitled to future benefits2016-07-014,827
Total of all active and inactive participants2016-07-018,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0113
Total participants2016-07-018,699
Number of participants with account balances2016-07-018,715
Number of employers contributing to the scheme2016-07-01212
2015: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-018,248
Total number of active participants reported on line 7a of the Form 55002015-07-013,839
Number of retired or separated participants receiving benefits2015-07-014,705
Total of all active and inactive participants2015-07-018,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0113
Total participants2015-07-018,557
Number of participants with account balances2015-07-018,557
Number of employers contributing to the scheme2015-07-01209
2014: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-018,191
Total number of active participants reported on line 7a of the Form 55002014-07-013,386
Number of retired or separated participants receiving benefits2014-07-014,854
Total of all active and inactive participants2014-07-018,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-018
Total participants2014-07-018,248
Number of participants with account balances2014-07-018,248
Number of employers contributing to the scheme2014-07-01287
2013: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-018,237
Total number of active participants reported on line 7a of the Form 55002013-07-013,334
Number of other retired or separated participants entitled to future benefits2013-07-014,847
Total of all active and inactive participants2013-07-018,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0110
Total participants2013-07-018,191
Number of participants with account balances2013-07-018,191
Number of employers contributing to the scheme2013-07-01261
2012: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-018,176
Total number of active participants reported on line 7a of the Form 55002012-07-013,531
Number of other retired or separated participants entitled to future benefits2012-07-014,689
Total of all active and inactive participants2012-07-018,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0117
Total participants2012-07-018,237
Number of employers contributing to the scheme2012-07-01283
2011: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-018,215
Total number of active participants reported on line 7a of the Form 55002011-07-013,543
Number of other retired or separated participants entitled to future benefits2011-07-014,623
Total of all active and inactive participants2011-07-018,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0110
Total participants2011-07-018,176
Number of participants with account balances2011-07-018,176
Number of employers contributing to the scheme2011-07-01267
2009: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018,471
Total number of active participants reported on line 7a of the Form 55002009-07-018,494
Total of all active and inactive participants2009-07-018,494
Total participants2009-07-018,494
Number of employers contributing to the scheme2009-07-01335

Financial Data on SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN

Measure Date Value
2023 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$332,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$321,086
Total income from all sources (including contributions)2023-06-30$63,287,752
Total of all expenses incurred2023-06-30$22,198,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$20,569,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$15,866,909
Value of total assets at end of year2023-06-30$444,385,388
Value of total assets at beginning of year2023-06-30$403,284,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$1,628,558
Total interest from all sources2023-06-30$783
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$6,485,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$6,485,287
Administrative expenses professional fees incurred2023-06-30$244,948
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$388,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$452,575
Other income not declared elsewhere2023-06-30$1,825,384
Administrative expenses (other) incurred2023-06-30$173,515
Liabilities. Value of operating payables at end of year2023-06-30$332,788
Liabilities. Value of operating payables at beginning of year2023-06-30$321,086
Total non interest bearing cash at end of year2023-06-30$573,343
Total non interest bearing cash at beginning of year2023-06-30$640,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$41,089,549
Value of net assets at end of year (total assets less liabilities)2023-06-30$444,052,600
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$402,963,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$185,303
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$422,170,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$378,296,731
Value of interest in common/collective trusts at end of year2023-06-30$18,231,611
Value of interest in common/collective trusts at beginning of year2023-06-30$20,977,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$158,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$118,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$118,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$38,750,158
Net investment gain or loss from common/collective trusts2023-06-30$359,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$15,866,909
Employer contributions (assets) at end of year2023-06-30$2,862,095
Employer contributions (assets) at beginning of year2023-06-30$2,797,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$20,569,645
Contract administrator fees2023-06-30$1,024,792
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-06-30952036255
2022 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$321,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$330,254
Total income from all sources (including contributions)2022-06-30$-49,840,591
Total of all expenses incurred2022-06-30$21,004,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$19,421,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$15,662,254
Value of total assets at end of year2022-06-30$403,284,137
Value of total assets at beginning of year2022-06-30$474,138,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,582,782
Total interest from all sources2022-06-30$51
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$12,527,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$12,527,885
Administrative expenses professional fees incurred2022-06-30$256,699
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$10,217,312
Participant contributions at end of year2022-06-30$1,790,743
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$52,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$452,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$496,289
Other income not declared elsewhere2022-06-30$2,050,161
Administrative expenses (other) incurred2022-06-30$115,042
Liabilities. Value of operating payables at end of year2022-06-30$321,086
Liabilities. Value of operating payables at beginning of year2022-06-30$330,254
Total non interest bearing cash at end of year2022-06-30$640,351
Total non interest bearing cash at beginning of year2022-06-30$439,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-70,845,259
Value of net assets at end of year (total assets less liabilities)2022-06-30$402,963,051
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$473,808,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$182,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$378,296,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$456,913,703
Value of interest in common/collective trusts at end of year2022-06-30$20,977,965
Value of interest in common/collective trusts at beginning of year2022-06-30$13,342,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$118,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$118,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$118,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-80,224,527
Net investment gain or loss from common/collective trusts2022-06-30$143,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$5,392,907
Employer contributions (assets) at end of year2022-06-30$1,007,239
Employer contributions (assets) at beginning of year2022-06-30$2,828,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$19,421,886
Contract administrator fees2022-06-30$1,028,442
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-06-30952036255
2021 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$330,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$291,316
Total income from all sources (including contributions)2021-06-30$121,031,537
Total of all expenses incurred2021-06-30$16,975,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$15,447,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$16,211,823
Value of total assets at end of year2021-06-30$474,138,564
Value of total assets at beginning of year2021-06-30$370,044,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,528,697
Total interest from all sources2021-06-30$132
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$6,853,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$6,853,097
Administrative expenses professional fees incurred2021-06-30$257,780
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-300
Minimum employer required contribution for this plan year2021-06-30$15,702,692
Amount contributed by the employer to the plan for this plan year2021-06-30$15,702,692
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$509,131
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$496,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$712,789
Other income not declared elsewhere2021-06-30$1,897,229
Administrative expenses (other) incurred2021-06-30$105,145
Liabilities. Value of operating payables at end of year2021-06-30$330,254
Liabilities. Value of operating payables at beginning of year2021-06-30$291,316
Total non interest bearing cash at end of year2021-06-30$439,177
Total non interest bearing cash at beginning of year2021-06-30$22,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$104,055,538
Value of net assets at end of year (total assets less liabilities)2021-06-30$473,808,310
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$369,752,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$185,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$456,913,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$352,867,604
Value of interest in common/collective trusts at end of year2021-06-30$13,342,619
Value of interest in common/collective trusts at beginning of year2021-06-30$13,585,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$118,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$212,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$212,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$95,932,835
Net investment gain or loss from common/collective trusts2021-06-30$136,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$15,702,692
Employer contributions (assets) at end of year2021-06-30$2,828,719
Employer contributions (assets) at beginning of year2021-06-30$2,642,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$15,447,302
Contract administrator fees2021-06-30$980,314
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-06-30952036255
2020 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$291,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$309,035
Total income from all sources (including contributions)2020-06-30$34,160,340
Total of all expenses incurred2020-06-30$13,600,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$12,162,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$15,965,282
Value of total assets at end of year2020-06-30$370,044,088
Value of total assets at beginning of year2020-06-30$349,502,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,438,255
Total interest from all sources2020-06-30$218
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$7,305,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$7,305,149
Administrative expenses professional fees incurred2020-06-30$210,556
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$29,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$712,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$449,773
Other income not declared elsewhere2020-06-30$1,756,349
Administrative expenses (other) incurred2020-06-30$115,104
Liabilities. Value of operating payables at end of year2020-06-30$291,316
Liabilities. Value of operating payables at beginning of year2020-06-30$309,035
Total non interest bearing cash at end of year2020-06-30$22,880
Total non interest bearing cash at beginning of year2020-06-30$98,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$20,559,646
Value of net assets at end of year (total assets less liabilities)2020-06-30$369,752,772
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$349,193,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$182,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$352,867,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$333,265,954
Value of interest in common/collective trusts at end of year2020-06-30$13,585,455
Value of interest in common/collective trusts at beginning of year2020-06-30$12,595,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$212,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$399,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$399,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$8,919,429
Net investment gain or loss from common/collective trusts2020-06-30$213,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$15,936,104
Employer contributions (assets) at end of year2020-06-30$2,642,833
Employer contributions (assets) at beginning of year2020-06-30$2,693,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$12,162,439
Contract administrator fees2020-06-30$929,769
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-06-30952036255
2019 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$309,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$268,391
Total income from all sources (including contributions)2019-06-30$38,508,107
Total of all expenses incurred2019-06-30$17,173,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$15,807,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$14,726,045
Value of total assets at end of year2019-06-30$349,502,161
Value of total assets at beginning of year2019-06-30$328,126,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,365,700
Total interest from all sources2019-06-30$236
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$8,929,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$8,929,831
Administrative expenses professional fees incurred2019-06-30$201,509
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$14,642,534
Amount contributed by the employer to the plan for this plan year2019-06-30$14,642,534
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$83,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$449,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$605,263
Other income not declared elsewhere2019-06-30$1,670,469
Administrative expenses (other) incurred2019-06-30$107,834
Liabilities. Value of operating payables at end of year2019-06-30$309,035
Liabilities. Value of operating payables at beginning of year2019-06-30$268,391
Total non interest bearing cash at end of year2019-06-30$98,392
Total non interest bearing cash at beginning of year2019-06-30$96,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$21,334,776
Value of net assets at end of year (total assets less liabilities)2019-06-30$349,193,126
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$327,858,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$172,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$333,265,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$313,337,006
Value of interest in common/collective trusts at end of year2019-06-30$12,595,280
Value of interest in common/collective trusts at beginning of year2019-06-30$11,458,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$399,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$302,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$302,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$13,181,208
Net investment gain or loss from common/collective trusts2019-06-30$318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$14,642,534
Employer contributions (assets) at end of year2019-06-30$2,693,760
Employer contributions (assets) at beginning of year2019-06-30$2,327,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$15,807,631
Contract administrator fees2019-06-30$883,438
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-06-30952036255
2018 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$268,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$236,458
Total income from all sources (including contributions)2018-06-30$43,737,236
Total of all expenses incurred2018-06-30$14,139,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$12,855,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$12,103,671
Value of total assets at end of year2018-06-30$328,126,741
Value of total assets at beginning of year2018-06-30$298,497,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,284,111
Total interest from all sources2018-06-30$148
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$7,591,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$7,591,158
Administrative expenses professional fees incurred2018-06-30$93,220
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$12,103,671
Amount contributed by the employer to the plan for this plan year2018-06-30$12,103,671
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$2,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$605,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$463,868
Other income not declared elsewhere2018-06-30$1,670,571
Administrative expenses (other) incurred2018-06-30$78,165
Liabilities. Value of operating payables at end of year2018-06-30$268,391
Liabilities. Value of operating payables at beginning of year2018-06-30$236,458
Total non interest bearing cash at end of year2018-06-30$96,218
Total non interest bearing cash at beginning of year2018-06-30$54,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$29,597,763
Value of net assets at end of year (total assets less liabilities)2018-06-30$327,858,350
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$298,260,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$275,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$313,337,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$295,980,595
Value of interest in common/collective trusts at end of year2018-06-30$11,458,238
Value of interest in common/collective trusts at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$302,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$130,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$130,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$22,370,268
Net investment gain or loss from common/collective trusts2018-06-30$1,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$12,101,345
Employer contributions (assets) at end of year2018-06-30$2,327,215
Employer contributions (assets) at beginning of year2018-06-30$1,867,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$12,855,362
Contract administrator fees2018-06-30$837,120
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-06-30952036255
2017 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$27,243,349
Total unrealized appreciation/depreciation of assets2017-06-30$27,243,349
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$236,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$250,395
Total income from all sources (including contributions)2017-06-30$45,061,700
Total of all expenses incurred2017-06-30$12,000,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,930,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,348,435
Value of total assets at end of year2017-06-30$298,497,045
Value of total assets at beginning of year2017-06-30$265,449,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,070,074
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$6,287,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$6,287,450
Administrative expenses professional fees incurred2017-06-30$85,074
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$6,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$463,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$456,355
Other income not declared elsewhere2017-06-30$1,182,466
Administrative expenses (other) incurred2017-06-30$188,585
Liabilities. Value of operating payables at end of year2017-06-30$236,458
Liabilities. Value of operating payables at beginning of year2017-06-30$250,395
Total non interest bearing cash at end of year2017-06-30$54,294
Total non interest bearing cash at beginning of year2017-06-30$117,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$33,061,277
Value of net assets at end of year (total assets less liabilities)2017-06-30$298,260,587
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$265,199,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$295,980,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$263,176,512
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$130,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$362,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$362,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$10,341,735
Employer contributions (assets) at end of year2017-06-30$1,867,916
Employer contributions (assets) at beginning of year2017-06-30$1,337,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,930,349
Contract administrator fees2017-06-30$796,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DAVID BRODY & CO.
Accountancy firm EIN2017-06-30954778275
2016 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-3,089,712
Total unrealized appreciation/depreciation of assets2016-06-30$-3,089,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$250,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$210,980
Total income from all sources (including contributions)2016-06-30$14,535,955
Total of all expenses incurred2016-06-30$12,002,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$10,992,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,419,438
Value of total assets at end of year2016-06-30$265,449,705
Value of total assets at beginning of year2016-06-30$262,876,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,009,920
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$7,092,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$7,092,623
Administrative expenses professional fees incurred2016-06-30$82,438
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$0
Amount contributed by the employer to the plan for this plan year2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$343,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$456,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$432,833
Other income not declared elsewhere2016-06-30$1,113,606
Administrative expenses (other) incurred2016-06-30$188,623
Liabilities. Value of operating payables at end of year2016-06-30$250,395
Liabilities. Value of operating payables at beginning of year2016-06-30$210,980
Total non interest bearing cash at end of year2016-06-30$117,229
Total non interest bearing cash at beginning of year2016-06-30$96,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$2,533,338
Value of net assets at end of year (total assets less liabilities)2016-06-30$265,199,310
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$262,665,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$263,176,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$260,797,479
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$362,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$406,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$406,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$9,075,502
Employer contributions (assets) at end of year2016-06-30$1,337,253
Employer contributions (assets) at beginning of year2016-06-30$1,143,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$10,992,697
Contract administrator fees2016-06-30$738,859
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DAVID BRODY & CO.
Accountancy firm EIN2016-06-30954778275
2015 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-6,106
Total unrealized appreciation/depreciation of assets2015-06-30$-6,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$210,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$209,791
Total income from all sources (including contributions)2015-06-30$17,815,943
Total of all expenses incurred2015-06-30$13,183,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$12,203,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$7,124,013
Value of total assets at end of year2015-06-30$262,876,952
Value of total assets at beginning of year2015-06-30$258,243,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$980,040
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$9,590,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$9,590,010
Administrative expenses professional fees incurred2015-06-30$104,777
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$48
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$432,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$424,148
Other income not declared elsewhere2015-06-30$1,108,026
Administrative expenses (other) incurred2015-06-30$209,617
Liabilities. Value of operating payables at end of year2015-06-30$210,980
Liabilities. Value of operating payables at beginning of year2015-06-30$209,791
Total non interest bearing cash at end of year2015-06-30$96,388
Total non interest bearing cash at beginning of year2015-06-30$152,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,632,722
Value of net assets at end of year (total assets less liabilities)2015-06-30$262,665,972
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$258,033,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$260,797,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$256,159,443
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$406,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$417,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$417,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$7,123,965
Employer contributions (assets) at end of year2015-06-30$1,143,839
Employer contributions (assets) at beginning of year2015-06-30$1,089,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$12,203,181
Contract administrator fees2015-06-30$665,646
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DAVID BRODY & CO.
Accountancy firm EIN2015-06-30954778275
2014 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$30,658,188
Total unrealized appreciation/depreciation of assets2014-06-30$30,658,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$209,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$159,138
Total income from all sources (including contributions)2014-06-30$45,826,278
Total of all expenses incurred2014-06-30$15,489,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$14,608,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,915,095
Value of total assets at end of year2014-06-30$258,243,041
Value of total assets at beginning of year2014-06-30$227,855,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$880,929
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$6,196,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$6,196,005
Administrative expenses professional fees incurred2014-06-30$75,189
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$424,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$516,881
Other income not declared elsewhere2014-06-30$1,056,990
Administrative expenses (other) incurred2014-06-30$174,928
Liabilities. Value of operating payables at end of year2014-06-30$209,791
Liabilities. Value of operating payables at beginning of year2014-06-30$159,138
Total non interest bearing cash at end of year2014-06-30$152,688
Total non interest bearing cash at beginning of year2014-06-30$121,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$30,336,642
Value of net assets at end of year (total assets less liabilities)2014-06-30$258,033,250
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$227,696,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$256,159,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$225,564,944
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$417,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$418,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$418,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$7,915,095
Employer contributions (assets) at end of year2014-06-30$1,089,264
Employer contributions (assets) at beginning of year2014-06-30$1,233,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$14,608,707
Contract administrator fees2014-06-30$630,812
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DAVID BRODY & CO.
Accountancy firm EIN2014-06-30954778275
2013 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$159,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$143,259
Total income from all sources (including contributions)2013-06-30$34,973,811
Total of all expenses incurred2013-06-30$11,563,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$10,835,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$8,461,316
Value of total assets at end of year2013-06-30$227,855,746
Value of total assets at beginning of year2013-06-30$204,429,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$728,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$59,718
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$22,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$516,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$424,056
Other income not declared elsewhere2013-06-30$1,082,880
Administrative expenses (other) incurred2013-06-30$162,218
Liabilities. Value of operating payables at end of year2013-06-30$159,138
Liabilities. Value of operating payables at beginning of year2013-06-30$143,259
Total non interest bearing cash at end of year2013-06-30$121,785
Total non interest bearing cash at beginning of year2013-06-30$90,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$23,409,906
Value of net assets at end of year (total assets less liabilities)2013-06-30$227,696,608
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$204,286,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$225,564,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$202,279,250
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$418,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$408,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$408,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$25,429,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$8,439,160
Employer contributions (assets) at end of year2013-06-30$1,233,671
Employer contributions (assets) at beginning of year2013-06-30$1,227,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$10,835,891
Contract administrator fees2013-06-30$506,078
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30DAVID BRODY & CO.
Accountancy firm EIN2013-06-30954778275
2012 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$143,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$248,528
Total income from all sources (including contributions)2012-06-30$10,593,928
Total of all expenses incurred2012-06-30$14,447,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$13,730,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$9,663,187
Value of total assets at end of year2012-06-30$204,429,961
Value of total assets at beginning of year2012-06-30$208,388,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$716,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$81,352
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$6,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$424,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$456,669
Other income not declared elsewhere2012-06-30$1,050,414
Administrative expenses (other) incurred2012-06-30$110,141
Liabilities. Value of operating payables at end of year2012-06-30$143,259
Liabilities. Value of operating payables at beginning of year2012-06-30$248,528
Total non interest bearing cash at end of year2012-06-30$90,341
Total non interest bearing cash at beginning of year2012-06-30$57,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-3,853,500
Value of net assets at end of year (total assets less liabilities)2012-06-30$204,286,702
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$208,140,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$202,279,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$205,823,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$408,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$421,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$421,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-119,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$9,657,030
Employer contributions (assets) at end of year2012-06-30$1,227,462
Employer contributions (assets) at beginning of year2012-06-30$1,629,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$13,730,998
Contract administrator fees2012-06-30$524,937
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30DAVID BRODY & CO.
Accountancy firm EIN2012-06-30954778275
2011 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$248,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$249,595
Total income from all sources (including contributions)2011-06-30$45,942,300
Total of all expenses incurred2011-06-30$16,079,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$15,423,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$9,768,989
Value of total assets at end of year2011-06-30$208,388,730
Value of total assets at beginning of year2011-06-30$178,526,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$655,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$83,740
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$21,980
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$456,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$397,905
Other income not declared elsewhere2011-06-30$960,437
Administrative expenses (other) incurred2011-06-30$107,785
Liabilities. Value of operating payables at end of year2011-06-30$248,528
Liabilities. Value of operating payables at beginning of year2011-06-30$249,595
Total non interest bearing cash at end of year2011-06-30$57,508
Total non interest bearing cash at beginning of year2011-06-30$52,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$29,862,933
Value of net assets at end of year (total assets less liabilities)2011-06-30$208,140,202
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$178,277,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$205,823,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$176,062,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$421,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$460,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$460,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$35,212,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$9,747,009
Employer contributions (assets) at end of year2011-06-30$1,629,483
Employer contributions (assets) at beginning of year2011-06-30$1,553,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$15,423,820
Contract administrator fees2011-06-30$464,022
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DAVID BRODY & CO.
Accountancy firm EIN2011-06-30954778275
2010 : SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN

2022: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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