2023 Form 5500 filing — San Luis Obispo County Electrical Joint Apprenticeship And Training Trust Fund
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 20241115182503NAL0000697043001) for San Luis Obispo County Electrical Joint Apprenticeship And Training Trust Fund, reported by Board Of Trustees, San Luis Obispo County Electrical under EIN 77-0123661 and plan number 502. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115182503NAL0000697043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Luis Obispo County Electrical
- EIN
- 77-0123661
- Plan number
- 502
- Location
- San Luis Obispo, CA
- Participants
- 44
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,654,157
- Total liabilities (EOY)
- $3,300
- Net assets (EOY)
- $2,650,857
- Employer contributions
- $307,912
- Total income / additions
- $610,718
- Administrative expenses
- $269,245
- Total expenses
- $407,113
- Net increase / (decrease)
- $203,605
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Employees | EMPLOYEES | $180,805 | not reported in the loaded dataset |
| Electrical Training Alliance | NONE | $45,058 | not reported in the loaded dataset |
| Ibew Local Union 639 | PARTY-IN-INTEREST | $30,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $12,896 | not reported in the loaded dataset |