South Bay Hotel Employees Restaurant Employees Legal Trust Fund — Form 5500 plan (Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund)
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 Bay Hotel Employees Restaurant Employees Legal Trust Fund is a benefit plan reported by Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund under EIN 94-6535777 and plan number 501. The latest loaded filing year is 2023. The filing reports 877 participants and $1,277,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund
- EIN
- 94-6535777
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 877
- End-of-year plan assets
- $1,277,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 877 | H, C | 20241013054609NAL0043416240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,277,779
- Total liabilities (EOY)
- $11,721
- Net assets (EOY)
- $1,266,058
- Net assets (BOY)
- $1,241,254
Income & contributions
- Employer contributions
- $35,996
- Total contributions
- $35,996
- Total income / additions
- $119,805
Expenses & distributions
- Benefits paid
- $55,000
- Administrative expenses
- $40,001
- Total expenses
- $95,001
- Net increase / (decrease)
- $24,804
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Service Inc | NONE | $20,444 | not reported in the loaded dataset | 2023 |
| Quest Investment Management LLC | NONE | $5,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Service Inc — Schedule C compensation
- Quest Investment Management LLC — Schedule C compensation