2023 Form 5500 filing — Sacramento Independent Hotel, Restaurant & Tavern Employees Pension 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 20241015225544NAL0017312819001) for Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust, reported by Board Of Trustees, Sacramento Independent Hotel, under EIN 94-6333497 and plan number 001. It reports 2,911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants2.9K2,911
Provider compensation$329.6K6 Schedule C row(s)$329,575
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015225544NAL0017312819001
Plan sponsor
Board Of Trustees, Sacramento Independent Hotel,
EIN
94-6333497
Plan number
001
Location
Pleasanton, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$4M
Total expenses$1.1M
Benefits paid / distributions$694.3K
Contributions
Employer$678.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$678,260
Total income / additions
$4,004,693
Benefits paid
$694,273
Administrative expenses
$413,025
Total expenses
$1,107,298
Net increase / (decrease)
$2,897,395
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $105.6K
  2. 2
    NONE · Direct $75.6K
  3. 3
    NONE · Direct $73.1K
  4. 4
    Nwps$47.4K
    NONE · Direct $47.4K
  5. 5
    NONE · Direct $17K
  6. 6
    NONE · Direct $10.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015225544NAL0017312819001 cover?
It is the 2023 Form 5500 filing for Sacramento Independent Hotel, Restaurant & Tavern Employees Pension Trust, reported by Board Of Trustees, Sacramento Independent Hotel, (EIN 94-6333497).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages