Retirement Plan For Employees Of San Francisco Symphony Corporation — Form 5500 plan (San Francisco Symphony Corporaton)
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, Retirement Plan For Employees Of San Francisco Symphony Corporation is a benefit plan reported by San Francisco Symphony Corporaton under EIN 94-1156284 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $20,028,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco Symphony Corporaton
- EIN
- 94-1156284
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $20,028,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241015131233NAL0029744593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,028,504
- Total liabilities (EOY)
- $348,055
- Net assets (EOY)
- $19,680,449
- Net assets (BOY)
- $18,426,517
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,402,559
Expenses & distributions
- Benefits paid
- $1,008,335
- Administrative expenses
- $140,292
- Total expenses
- $1,148,627
- Net increase / (decrease)
- $1,253,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Partners Capital | NONE | $81,002 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $18,534 | not reported in the loaded dataset | 2023 |
| Grant Thornton | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $10,148 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Francisco Symphony Corporaton
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Partners Capital — Schedule C compensation
- Milliman — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Northern Trust — Schedule C compensation