San Diego Gas & Electric Company Savings Plan — Form 5500 plan (San Diego Gas & Electric Company)
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 Diego Gas & Electric Company Savings Plan is a benefit plan reported by San Diego Gas & Electric Company under EIN 95-1184800 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,046 participants and $1,875,623,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Diego Gas & Electric Company
- EIN
- 95-1184800
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 6,046
- End-of-year plan assets
- $1,875,623,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,046 | H, C | 20240812022448NAL0015852624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,875,623,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,875,623,339
- Net assets (BOY)
- $1,669,371,292
Income & contributions
- Employer contributions
- $19,951,779
- Participant contributions
- $76,560,646
- Total contributions
- $102,966,992
- Total income / additions
- $329,197,358
Expenses & distributions
- Benefits paid
- $123,122,536
- Administrative expenses
- $204,788
- Total expenses
- $123,313,643
- Net increase / (decrease)
- $205,883,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $204,787 | $0 | 2023 |
| Zacks Investment Management In | NONE | $10,793 | not reported in the loaded dataset | 2023 |
| Financial Alternatives Inc | NONE | $7,526 | not reported in the loaded dataset | 2023 |
| Wilsey Asset Management Inc | NONE | $6,018 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co. Inc. | NONE | $1,152 | $0 | 2023 |
| Northern Trust Company | NONE | $65 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Diego Gas & Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- T Rowe Price Rps Inc — Schedule C compensation
- Zacks Investment Management In — Schedule C compensation
- Financial Alternatives Inc — Schedule C compensation
- Wilsey Asset Management Inc — Schedule C compensation
- Charles Schwab & Co. Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation