San Francisco Giants 401k Plan — Form 5500 plan (San Francisco Baseball Associates LLC)
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 Giants 401k Plan is a benefit plan reported by San Francisco Baseball Associates LLC under EIN 94-3169394 and plan number 003. The latest loaded filing year is 2023. The filing reports 745 participants and $76,647,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco Baseball Associates LLC
- EIN
- 94-3169394
- Plan number
- 003
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 745
- End-of-year plan assets
- $76,647,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 745 | H, C | 20241015155651NAL0029022177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,647,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,647,742
- Net assets (BOY)
- $60,118,132
Income & contributions
- Employer contributions
- $5,336,791
- Participant contributions
- $4,439,064
- Total contributions
- $9,989,927
- Total income / additions
- $20,446,711
Expenses & distributions
- Benefits paid
- $3,874,443
- Administrative expenses
- $41,375
- Total expenses
- $3,917,101
- Net increase / (decrease)
- $16,529,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $170,176 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $18,479 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $13,637 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $9,259 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Francisco Baseball Associates LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation