SHEET METAL WORKERS' LOCAL 206 SECTION 401(A) PLAN

[ EIN: 33-0614939 | Plan No. 001 ]

Form 5500 filing classifies SHEET METAL WORKERS' LOCAL 206 SECTION 401(A) PLAN as a Money Purchase plan, sponsored by BOARD OF TRUSTEES, SHEET METAL WORKERS' LOCAL 206. The plan is a Large Plan with 1743 participants and total assets of $55,473,601 reported for the 2023 plan year.

Money Purchase plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: BOARD OF TRUSTEES, SHEET METAL WORKERS' LOCAL 206

Location: 160 W SANTA CLARA ST STE 1550, SAN JOSE, CA 95113

EIN: 330614939

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: Money Purchase

Participants: 1743

Total Assets: $55,473,601

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