2023 Form 5500 filing — San Diego Gas & Electric Company Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812022448NAL0015852624001) for San Diego Gas & Electric Company Savings Plan, reported by San Diego Gas & Electric Company under EIN 95-1184800 and plan number 001. It reports 6,046 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812022448NAL0015852624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Gas & Electric Company
- EIN
- 95-1184800
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 6,046
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,875,623,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,875,623,339
- Employer contributions
- $19,951,779
- Participant contributions
- $76,560,646
- Total income / additions
- $329,197,358
- Benefits paid
- $123,122,536
- Administrative expenses
- $204,788
- Total expenses
- $123,313,643
- Net increase / (decrease)
- $205,883,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $204,787 | $0 |
| Zacks Investment Management In | NONE | $10,793 | not reported in the loaded dataset |
| Financial Alternatives Inc | NONE | $7,526 | not reported in the loaded dataset |
| Wilsey Asset Management Inc | NONE | $6,018 | not reported in the loaded dataset |
| Charles Schwab & Co. Inc. | NONE | $1,152 | $0 |
| Northern Trust Company | NONE | $65 | $0 |