San Diego Roofers Trust — Form 5500 plan (Board Of Trustees, San Diego Roofers Trust)
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 Roofers Trust is a benefit plan reported by Board Of Trustees, San Diego Roofers Trust under EIN 95-6052184 and plan number 501. The latest loaded filing year is 2023. The filing reports 370 participants and $4,278,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego Roofers Trust
- EIN
- 95-6052184
- Plan number
- 501
- Plan type
- 3
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $4,278,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20250915155505NAL0003308850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,278,965
- Total liabilities (EOY)
- $1,351,471
- Net assets (EOY)
- $2,927,494
- Net assets (BOY)
- $2,268,944
Income & contributions
- Employer contributions
- $3,984,701
- Total contributions
- $3,984,701
- Total income / additions
- $4,026,936
Expenses & distributions
- Benefits paid
- $3,212,503
- Administrative expenses
- $155,883
- Total expenses
- $3,368,386
- Net increase / (decrease)
- $658,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coast Benefits | NONE | $88,737 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Innovative Cost Management Systems | NONE | $14,400 | not reported in the loaded dataset | 2023 |
| Richard D Prochazka, Apc | NONE | $9,569 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego Roofers Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Coast Benefits — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Innovative Cost Management Systems — Schedule C compensation
- Richard D Prochazka, Apc — Schedule C compensation