San Luis Obispo County Electrical Joint Apprenticeship And Training Trust Fund — Form 5500 plan (Board Of Trustees, San Luis Obispo County Electrical)
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 Luis Obispo County Electrical Joint Apprenticeship And Training Trust Fund is a benefit plan reported by Board Of Trustees, San Luis Obispo County Electrical under EIN 77-0123661 and plan number 502. The latest loaded filing year is 2023. The filing reports 44 participants and $2,654,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Luis Obispo County Electrical
- EIN
- 77-0123661
- Plan number
- 502
- Plan type
- 1
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 44
- End-of-year plan assets
- $2,654,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 44 | I, C | 20241115182503NAL0000697043001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,654,157
- Total liabilities (EOY)
- $3,300
- Net assets (EOY)
- $2,650,857
- Net assets (BOY)
- $2,447,252
Income & contributions
- Employer contributions
- $307,912
- Total income / additions
- $610,718
Expenses & distributions
- Administrative expenses
- $269,245
- Total expenses
- $407,113
- Net increase / (decrease)
- $203,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employees | EMPLOYEES | $180,805 | not reported in the loaded dataset | 2023 |
| Electrical Training Alliance | NONE | $45,058 | not reported in the loaded dataset | 2023 |
| Ibew Local Union 639 | PARTY-IN-INTEREST | $30,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $12,896 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Luis Obispo County Electrical
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Luis Obispo, CA
- Employees — Schedule C compensation
- Electrical Training Alliance — Schedule C compensation
- Ibew Local Union 639 — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation