Plan5500

San Antonio Electrical Vacation Trust — Form 5500 plan (San Antonio Electrical Vacation Trus)

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 Antonio Electrical Vacation Trust is a benefit plan reported by San Antonio Electrical Vacation Trus under EIN 74-1647406 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,953 participants and $1,378,648 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Antonio Electrical Vacation Trus
EIN
74-1647406
Plan number
501
Plan type
1
Location
Albuquerque, NM
Latest filing year
2023
Participants
2,953
End-of-year plan assets
$1,378,648

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,953H, C20241004095613NAL0005601011004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,378,648
Net assets (EOY)
$1,378,648
Net assets (BOY)
$839,843

Income & contributions

Employer contributions
$3,817,575
Total contributions
$3,817,575
Total income / additions
$3,818,766

Expenses & distributions

Benefits paid
$3,196,000
Administrative expenses
$83,961
Total expenses
$3,279,961
Net increase / (decrease)
$538,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harper & Pearson Company, PcPARTY IN INTEREST$17,000not reported in the loaded dataset2023
Southwest Service AdministratorsPARTY IN INTEREST$14,000$02023

Related Form 5500 pages