Plan5500

San Gabriel Transit & Affiliates 401(K) Retirement Plan — Form 5500 plan (San Gabriel Transit, Inc. And Affiliates)

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 Gabriel Transit & Affiliates 401(K) Retirement Plan is a benefit plan reported by San Gabriel Transit, Inc. And Affiliates under EIN 95-1771822 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,116 participants and $917,282 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Gabriel Transit, Inc. And Affiliates
EIN
95-1771822
Plan number
001
Plan type
2
Location
El Monte, CA
Latest filing year
2023
Participants
1,116
End-of-year plan assets
$917,282

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,116H, C20241014113412NAL0045810592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$917,282
Total liabilities (EOY)
$0
Net assets (EOY)
$917,282
Net assets (BOY)
$859,730

Income & contributions

Employer contributions
$0
Participant contributions
$57,623
Total contributions
$80,953
Total income / additions
$193,930

Expenses & distributions

Benefits paid
$132,468
Administrative expenses
$3,910
Total expenses
$136,378
Net increase / (decrease)
$57,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$3,490not reported in the loaded dataset2023
Digital Retirement Solutions, Inc.NONE$420$02023
Matrix Financial Solutions, Inc.NONE$0$02023

Related Form 5500 pages