2023 Form 5500 filing — San Francisco Giants 401k 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 20241015155651NAL0029022177001) for San Francisco Giants 401k Plan, reported by San Francisco Baseball Associates LLC under EIN 94-3169394 and plan number 003. It reports 745 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155651NAL0029022177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Francisco Baseball Associates LLC
- EIN
- 94-3169394
- Plan number
- 003
- Location
- San Francisco, CA
- Participants
- 745
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,647,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,647,742
- Employer contributions
- $5,336,791
- Participant contributions
- $4,439,064
- Total income / additions
- $20,446,711
- Benefits paid
- $3,874,443
- Administrative expenses
- $41,375
- Total expenses
- $3,917,101
- Net increase / (decrease)
- $16,529,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $170,176 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $18,479 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $13,637 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $9,259 | not reported in the loaded dataset |