2023 Form 5500 filing — So. Cal. Sandbags, Inc. Prevailing Wage Retirement 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 20241015180813NAL0015222755001) for So. Cal. Sandbags, Inc. Prevailing Wage Retirement Plan, reported by So. Cal. Sandbags, Inc. under EIN 33-0649970 and plan number 004. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180813NAL0015222755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- So. Cal. Sandbags, Inc.
- EIN
- 33-0649970
- Plan number
- 004
- Location
- Corona, CA
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,895,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,895,914
- Employer contributions
- $494,539
- Participant contributions
- $197,878
- Total income / additions
- $1,161,204
- Benefits paid
- $103,400
- Administrative expenses
- $21,346
- Total expenses
- $125,102
- Net increase / (decrease)
- $1,036,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,542 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $13,973 | not reported in the loaded dataset |
| Economic Group Pension Services | CONTRACT ADMIN | $2,340 | $5,687 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $7,434 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,829 | not reported in the loaded dataset |