San Francisco Culinary, Bartenders & Service Employees Legal Services Trust Fund — Form 5500 plan (Board Of Trustees, San Francisco Culinary,)
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 Culinary, Bartenders & Service Employees Legal Services Trust Fund is a benefit plan reported by Board Of Trustees, San Francisco Culinary, under EIN 94-6625180 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,649 participants and $7,742,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Francisco Culinary,
- EIN
- 94-6625180
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 4,649
- End-of-year plan assets
- $7,742,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,649 | H, C | 20250110142503NAL0023312304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,742,398
- Total liabilities (EOY)
- $899,885
- Net assets (EOY)
- $6,842,513
- Net assets (BOY)
- $6,243,886
Income & contributions
- Employer contributions
- $1,990,941
- Total contributions
- $1,990,941
- Total income / additions
- $2,290,053
Expenses & distributions
- Benefits paid
- $1,324,401
- Administrative expenses
- $367,025
- Total expenses
- $1,691,426
- Net increase / (decrease)
- $598,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wang & Associates | NONE | $433,435 | not reported in the loaded dataset | 2023 |
| Law Offices Of Fellom & Solorio | NONE | $323,348 | not reported in the loaded dataset | 2023 |
| Exemplar Legal & Benefit Admin. Svc | NONE | $257,956 | not reported in the loaded dataset | 2023 |
| Law Offices Of Marco Acosta | NONE | $102,016 | not reported in the loaded dataset | 2023 |
| The Community Law Office | NONE | $100,184 | not reported in the loaded dataset | 2023 |
| Benesys Administrators, Inc. | NONE | $40,632 | not reported in the loaded dataset | 2023 |
| Law Office Of David Butler, Jr. | NONE | $37,658 | not reported in the loaded dataset | 2023 |
| American Trust Institute | NONE | $37,418 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $24,450 | not reported in the loaded dataset | 2023 |
| Law Offices Of Nadine Zeltzer | NONE | $19,053 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase, Llp | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Law Offices Of Nancy M. Conway | NONE | $11,843 | not reported in the loaded dataset | 2023 |
| Mccarthy Law Offices | NONE | $8,002 | not reported in the loaded dataset | 2023 |
| Mitchell Law Offices | NONE | $7,261 | not reported in the loaded dataset | 2023 |
| Northwest Administratos Inc. | NONE | $6,538 | not reported in the loaded dataset | 2023 |
| Bean And Lloyd Llp | NONE | $6,437 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $0 | $2,396 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Francisco Culinary,
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Wang & Associates — Schedule C compensation
- Law Offices Of Fellom & Solorio — Schedule C compensation
- Exemplar Legal & Benefit Admin. Svc — Schedule C compensation
- Law Offices Of Marco Acosta — Schedule C compensation
- The Community Law Office — Schedule C compensation
- Benesys Administrators, Inc. — Schedule C compensation
- Law Office Of David Butler, Jr. — Schedule C compensation
- American Trust Institute — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Law Offices Of Nadine Zeltzer — Schedule C compensation
- Miller Kaplan Arase, Llp — Schedule C compensation
- Law Offices Of Nancy M. Conway — Schedule C compensation
- Mccarthy Law Offices — Schedule C compensation
- Mitchell Law Offices — Schedule C compensation
- Northwest Administratos Inc. — Schedule C compensation
- Bean And Lloyd Llp — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation