2023 Form 5500 filing — San Antonio Electrical Vacation Trust
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 20241004095613NAL0005601011004) for San Antonio Electrical Vacation Trust, reported by San Antonio Electrical Vacation Trus under EIN 74-1647406 and plan number 501. It reports 2,953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095613NAL0005601011004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- San Antonio Electrical Vacation Trus
- EIN
- 74-1647406
- Plan number
- 501
- Location
- Albuquerque, NM
- Participants
- 2,953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,378,648
- Net assets (EOY)
- $1,378,648
- Employer contributions
- $3,817,575
- Total income / additions
- $3,818,766
- Benefits paid
- $3,196,000
- Administrative expenses
- $83,961
- Total expenses
- $3,279,961
- Net increase / (decrease)
- $538,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harper & Pearson Company, Pc | PARTY IN INTEREST | $17,000 | not reported in the loaded dataset |
| Southwest Service Administrators | PARTY IN INTEREST | $14,000 | $0 |