2023 Form 5500 filing — San Diego Tourism Authority 401k Profit Sharing Plan & Trust

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 20241013091340NAL0012366003001) for San Diego Tourism Authority 401k Profit Sharing Plan & Trust, reported by San Diego Tourism Authority under EIN 95-1812810 and plan number 002. It reports 118 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)$11.6MReported net assets$11,625,813
Participants118
Provider compensation$24.6K3 Schedule C row(s)$24,613
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013091340NAL0012366003001
Plan sponsor
San Diego Tourism Authority
EIN
95-1812810
Plan number
002
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$858.7K
Benefits paid / distributions$833.7K
Contributions
Employer$293K
Participant$585.4K
Full reported line items
Total assets (EOY)
$11,625,813
Total liabilities (EOY)
$0
Net assets (EOY)
$11,625,813
Employer contributions
$292,967
Participant contributions
$585,436
Total income / additions
$2,590,020
Benefits paid
$833,683
Administrative expenses
$24,613
Total expenses
$858,695
Net increase / (decrease)
$1,731,325
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $23.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $675 · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013091340NAL0012366003001 cover?
It is the 2023 Form 5500 filing for San Diego Tourism Authority 401k Profit Sharing Plan & Trust, reported by San Diego Tourism Authority (EIN 95-1812810).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages