2023 Form 5500 filing — San Francisco Electrical Industry Apprenticeship And Training 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 20250311152507NAL0010813139001) for San Francisco Electrical Industry Apprenticeship And Training Trust, reported by Training Trust Committee, San Francisco Electrical Industry under EIN 94-6061905 and plan number 502. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250311152507NAL0010813139001
Filing year
2023
Form type
1
Plan sponsor
Training Trust Committee, San Francisco Electrical Industry
EIN
94-6061905
Plan number
502
Location
San Francisco, CA
Participants
226
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$24,366,164
Total liabilities (EOY)
$613,852
Net assets (EOY)
$23,752,312
Employer contributions
$2,391,085
Participant contributions
$585,507
Total income / additions
$5,746,728
Administrative expenses
$4,826,088
Total expenses
$4,826,088
Net increase / (decrease)
$920,640
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
E.I.S.B., Inc.NONE$791,373not reported in the loaded dataset
Strategy Workplace CommunicationsNONE$53,634not reported in the loaded dataset
Miller Kaplan Arase LlpNONE$11,900not reported in the loaded dataset
Stephen Horn Insurance ServicesNONE$0$8,312
Alan Biller And AssociatesNONE$5,000not reported in the loaded dataset

Related Form 5500 pages