Plan5500

South Tahoe Group Pension Plan — Form 5500 plan (South Tahoe Refuse Co., 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, South Tahoe Group Pension Plan is a benefit plan reported by South Tahoe Refuse Co., Inc. under EIN 94-1628580 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $20,211,449 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
South Tahoe Refuse Co., Inc.
EIN
94-1628580
Plan number
002
Plan type
2
Location
South Lake Tahoe, CA
Latest filing year
2023
Participants
167
End-of-year plan assets
$20,211,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20241008152904NAL0017883329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,211,449
Net assets (EOY)
$20,211,449
Net assets (BOY)
$17,883,896

Income & contributions

Employer contributions
$858,295
Participant contributions
$356,063
Total contributions
$1,403,682
Total income / additions
$3,880,748

Expenses & distributions

Benefits paid
$1,498,709
Administrative expenses
$54,461
Total expenses
$1,553,195
Net increase / (decrease)
$2,327,553

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors FinancialINVESTMENT ADVISOR$9,071not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$896not reported in the loaded dataset2023

Related Form 5500 pages