Riverside Sheriffs' Association Legal Defense Trust — Form 5500 plan (Board Of Trustees, Riverside Sheriffs' Association)
Plain-English plan 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, Riverside Sheriffs' Association Legal Defense Trust is a benefit plan reported by Board Of Trustees, Riverside Sheriffs' Association under EIN 33-6200313 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,228 participants and $5,891,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Riverside Sheriffs' Association
- EIN
- 33-6200313
- Plan number
- 501
- Plan type
- 2
- Location
- Riverside, CA
- Latest filing year
- 2023
- Participants
- 3,228
- End-of-year plan assets
- $5,891,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,228 | H, C | 20241007195504NAL0027112688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,891,473
- Total liabilities (EOY)
- $66,508
- Net assets (EOY)
- $5,824,965
- Net assets (BOY)
- $4,998,876
Income & contributions
- Participant contributions
- $1,988,405
- Total contributions
- $1,988,405
- Total income / additions
- $2,398,516
Expenses & distributions
- Benefits paid
- $1,053,273
- Administrative expenses
- $519,154
- Total expenses
- $1,572,427
- Net increase / (decrease)
- $826,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $37,160 | $0 | 2023 |
| Saltzman & Johnson | NONE | $37,007 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $35,400 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Riverside Sheriffs' Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Riverside, CA
- Wells Fargo Advisors — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation