2023 Form 5500 filing — Santini Employee Stock Ownership 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 20241213172630NAL0022070528001) for Santini Employee Stock Ownership Plan, reported by Santini Esop, Inc. under EIN 87-4000749 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$9.9MReported net assets-$9,905,265
Participants199
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241213172630NAL0022070528001
Plan sponsor
Santini Esop, Inc.
EIN
87-4000749
Plan number
002
Location
San Lorenzo, 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)$1M total assets
Net assets-$9.9MLiabilities$10.9M
Money in vs. money out
Total income / additions$1.3M
Total expenses$208.9K
Benefits paid / distributions$0
Contributions
Employer$750.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,030,570
Total liabilities (EOY)
$10,935,835
Net assets (EOY)
-$9,905,265
Employer contributions
$750,600
Total income / additions
$1,280,600
Benefits paid
$0
Administrative expenses
$30
Total expenses
$208,911
Net increase / (decrease)
$1,071,689

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241213172630NAL0022070528001 cover?
It is the 2023 Form 5500 filing for Santini Employee Stock Ownership Plan, reported by Santini Esop, Inc. (EIN 87-4000749).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages