Plan5500

San Diego Associated General Contractors Vacation/ Sick Pay Trust Fund — Form 5500 plan (The Associated General Contractors Of America S.D. Chapter Inc)

Plain-English plan 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, San Diego Associated General Contractors Vacation/ Sick Pay Trust Fund is a benefit plan reported by The Associated General Contractors Of America S.D. Chapter Inc under EIN 47-7238128 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,309 participants and $998,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Associated General Contractors Of America S.D. Chapter Inc
EIN
47-7238128
Plan number
501
Plan type
3
Location
Lakeside, CA
Latest filing year
2023
Participants
1,309
End-of-year plan assets
$998,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,309H, C20250415132133NAL0001506883003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$998,955
Net assets (EOY)
$998,955
Net assets (BOY)
$770,009

Income & contributions

Employer contributions
$5,685,457
Total contributions
$5,685,457
Total income / additions
$5,742,701

Expenses & distributions

Benefits paid
$5,169,737
Administrative expenses
$344,018
Total expenses
$5,513,755
Net increase / (decrease)
$228,946

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mvi Administrators Inc.ADMINISTRATOR$242,010not reported in the loaded dataset2023
Sheppard MullinPLAN COUNSEL$71,997not reported in the loaded dataset2023
Rbtk LlpINDEPENDENT AUDITOR$16,500not reported in the loaded dataset2023
Eide Bailly LlpINDEPENDENT AUDITOR$6,868not reported in the loaded dataset2023

Related Form 5500 pages