2023 Form 5500 filing — So. Cal. Sandbags, Inc. Prevailing Wage 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 20241015180813NAL0015222755001) for So. Cal. Sandbags, Inc. Prevailing Wage Retirement Plan, reported by So. Cal. Sandbags, Inc. under EIN 33-0649970 and plan number 004. It reports 213 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)$3.9MReported net assets$3,895,914
Participants213
Provider compensation$49.8K5 Schedule C row(s)$49,805
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015180813NAL0015222755001
Plan sponsor
So. Cal. Sandbags, Inc.
EIN
33-0649970
Plan number
004
Location
Corona, 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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$125.1K
Benefits paid / distributions$103.4K
Contributions
Employer$494.5K
Participant$197.9K
Full reported line items
Total assets (EOY)
$3,895,914
Total liabilities (EOY)
$0
Net assets (EOY)
$3,895,914
Employer contributions
$494,539
Participant contributions
$197,878
Total income / additions
$1,161,204
Benefits paid
$103,400
Administrative expenses
$21,346
Total expenses
$125,102
Net increase / (decrease)
$1,036,102

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$14,542$0
Nfp Retirement IncINVESTMENT ADVISOR$13,973not reported in the loaded dataset
Economic Group Pension ServicesCONTRACT ADMIN$2,340$5,687
Accelerate Investment Advisors LLCINVESTMENT ADVISOR$7,434not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$5,829not reported in the loaded dataset

Related Form 5500 pages