2023 Form 5500 filing — South Tahoe Group Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008152904NAL0017883329001) for South Tahoe Group Pension Plan, reported by South Tahoe Refuse Co., Inc. under EIN 94-1628580 and plan number 002. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.2MReported net assets$20,211,449
Participants167
Provider compensation$10K2 Schedule C row(s)$9,967
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008152904NAL0017883329001
- Plan sponsor
- South Tahoe Refuse Co., Inc.
- EIN
- 94-1628580
- Plan number
- 002
- Location
- South Lake Tahoe, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $20,211,449
- Net assets (EOY)
- $20,211,449
- Employer contributions
- $858,295
- Participant contributions
- $356,063
- Total income / additions
- $3,880,748
- Benefits paid
- $1,498,709
- Administrative expenses
- $54,461
- Total expenses
- $1,553,195
- Net increase / (decrease)
- $2,327,553
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Financial | INVESTMENT ADVISOR | $9,071 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $896 | not reported in the loaded dataset |