2023 Form 5500 filing — San Francisco Symphony 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 20250527105701NAL0005969937001) for San Francisco Symphony Retirement Plan, reported by San Francisco Symphony Corporation under EIN 94-1156284 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250527105701NAL0005969937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Francisco Symphony Corporation
- EIN
- 94-1156284
- Plan number
- 002
- Location
- San Francisco, CA
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,197,228
- Total liabilities (EOY)
- $166,296
- Net assets (EOY)
- $101,030,932
- Total income / additions
- $13,347,473
- Benefits paid
- $4,429,562
- Administrative expenses
- $581,273
- Total expenses
- $5,010,835
- Net increase / (decrease)
- $8,336,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Partners Capital | NONE | $410,109 | not reported in the loaded dataset |
| Northern Trust | NONE | $76,767 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $50,639 | not reported in the loaded dataset |
| Grant Thornton | NONE | $27,150 | not reported in the loaded dataset |