San Francisco Symphony Retirement Plan — Form 5500 plan (San Francisco Symphony Corporation)
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, San Francisco Symphony Retirement Plan is a benefit plan reported by San Francisco Symphony Corporation under EIN 94-1156284 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $101,197,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco Symphony Corporation
- EIN
- 94-1156284
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $101,197,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20250527105701NAL0005969937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,197,228
- Total liabilities (EOY)
- $166,296
- Net assets (EOY)
- $101,030,932
- Net assets (BOY)
- $92,694,294
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,347,473
Expenses & distributions
- Benefits paid
- $4,429,562
- Administrative expenses
- $581,273
- Total expenses
- $5,010,835
- Net increase / (decrease)
- $8,336,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Partners Capital | NONE | $410,109 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $76,767 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $50,639 | not reported in the loaded dataset | 2023 |
| Grant Thornton | NONE | $27,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Francisco Symphony Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Partners Capital — Schedule C compensation
- Northern Trust — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Grant Thornton — Schedule C compensation