2023 Form 5500 filing — Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund
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 20241014213752NAL0028323665005) for Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund, reported by Associated General Contractors Of America, San Diego Chapter, Inc. under EIN 95-1951119 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014213752NAL0028323665005
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Associated General Contractors Of America, San Diego Chapter, Inc.
- EIN
- 95-1951119
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,708,849
- Total liabilities (EOY)
- $244,376
- Net assets (EOY)
- $1,464,473
- Total income / additions
- $2,118,459
- Benefits paid
- $923,040
- Administrative expenses
- $683,022
- Total expenses
- $1,606,062
- Net increase / (decrease)
- $512,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Agc Of America | N/A | $836,636 | not reported in the loaded dataset |
| West Coast Group Benefits | N/A | $218,410 | not reported in the loaded dataset |
| Polycomp Administrative Services | PLAN ADMINISTRATOR | $177,639 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $164,447 | not reported in the loaded dataset |
| Teague Insurance Agency | N/A | $61,680 | not reported in the loaded dataset |
| Wolds Law Group | N/A | $34,853 | not reported in the loaded dataset |
| Schaffer Enterprises | N/A | $27,090 | not reported in the loaded dataset |
| Mma Securities LLC | N/A | $26,249 | not reported in the loaded dataset |
| Cavignac & Associates | N/A | $15,080 | not reported in the loaded dataset |
| U.S. Bank | N/A | $12,507 | not reported in the loaded dataset |
| Alpha Graphics | N/A | $8,165 | not reported in the loaded dataset |
| Von Berge Wealth Management Group | N/A | $5,488 | not reported in the loaded dataset |
| Independent Advisor Alliance | N/A | $5,355 | not reported in the loaded dataset |
| Independent Financial Partners | N/A | $5,205 | not reported in the loaded dataset |