2023 Form 5500 filing — San Gabriel Transit & Affiliates 401(K) Retirement 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 20241014113412NAL0045810592001) for San Gabriel Transit & Affiliates 401(K) Retirement Plan, reported by San Gabriel Transit, Inc. And Affiliates under EIN 95-1771822 and plan number 001. It reports 1,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113412NAL0045810592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Gabriel Transit, Inc. And Affiliates
- EIN
- 95-1771822
- Plan number
- 001
- Location
- El Monte, CA
- Participants
- 1,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $917,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $917,282
- Employer contributions
- $0
- Participant contributions
- $57,623
- Total income / additions
- $193,930
- Benefits paid
- $132,468
- Administrative expenses
- $3,910
- Total expenses
- $136,378
- Net increase / (decrease)
- $57,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $3,490 | not reported in the loaded dataset |
| Digital Retirement Solutions, Inc. | NONE | $420 | $0 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |