San Francisco Electrical Industry Apprenticeship And Training Trust — Form 5500 plan (Training Trust Committee, San Francisco Electrical Industry)
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 Electrical Industry Apprenticeship And Training Trust is a benefit plan reported by Training Trust Committee, San Francisco Electrical Industry under EIN 94-6061905 and plan number 502. The latest loaded filing year is 2023. The filing reports 226 participants and $24,366,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Training Trust Committee, San Francisco Electrical Industry
- EIN
- 94-6061905
- Plan number
- 502
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $24,366,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20250311152507NAL0010813139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,366,164
- Total liabilities (EOY)
- $613,852
- Net assets (EOY)
- $23,752,312
- Net assets (BOY)
- $22,831,672
Income & contributions
- Employer contributions
- $2,391,085
- Participant contributions
- $585,507
- Total contributions
- $2,976,592
- Total income / additions
- $5,746,728
Expenses & distributions
- Administrative expenses
- $4,826,088
- Total expenses
- $4,826,088
- Net increase / (decrease)
- $920,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| E.I.S.B., Inc. | NONE | $791,373 | not reported in the loaded dataset | 2023 |
| Strategy Workplace Communications | NONE | $53,634 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $11,900 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $8,312 | 2023 |
| Alan Biller And Associates | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Training Trust Committee, San Francisco Electrical Industry
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- E.I.S.B., Inc. — Schedule C compensation
- Strategy Workplace Communications — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation