2023 Form 5500 filing — Sonoma Marin 401(K) 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 20250203123239NAL0003199475001) for Sonoma Marin 401(K) Plan, reported by Marin Sanitary Service, Inc. under EIN 94-1520192 and plan number 002. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203123239NAL0003199475001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Marin Sanitary Service, Inc.
- EIN
- 94-1520192
- Plan number
- 002
- Location
- San Rafael, CA
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,011,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,011,700
- Employer contributions
- $1,377,690
- Participant contributions
- $1,322,378
- Total income / additions
- $6,706,046
- Benefits paid
- $1,024,355
- Administrative expenses
- $124,707
- Total expenses
- $1,149,062
- Net increase / (decrease)
- $5,556,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epoch Consulting Group | INVESTMENT ADVISOR | $64,433 | not reported in the loaded dataset |
| American Trust Company | CONTRACT ADMIN | $60,274 | $0 |