Sonoma Marin 401(K) Plan — Form 5500 plan (Marin Sanitary Service, Inc.)

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, Sonoma Marin 401(K) Plan is a benefit plan reported by Marin Sanitary Service, Inc. under EIN 94-1520192 and plan number 002. The latest loaded filing year is 2023. The filing reports 216 participants and $36,011,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Marin Sanitary Service, Inc.
EIN
94-1520192
Plan number
002
Plan type
3
Location
San Rafael, CA
Latest filing year
2023
Participants
216
End-of-year plan assets
$36,011,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023216H, C20250203123239NAL0003199475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,011,700
Total liabilities (EOY)
$0
Net assets (EOY)
$36,011,700
Net assets (BOY)
$30,454,716

Income & contributions

Employer contributions
$1,377,690
Participant contributions
$1,322,378
Total contributions
$2,760,807
Total income / additions
$6,706,046

Expenses & distributions

Benefits paid
$1,024,355
Administrative expenses
$124,707
Total expenses
$1,149,062
Net increase / (decrease)
$5,556,984

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epoch Consulting GroupINVESTMENT ADVISOR$64,433not reported in the loaded dataset2023
American Trust CompanyCONTRACT ADMIN$60,274$02023

Related Form 5500 pages