South Tahoe Group Pension Plan — Form 5500 plan (South Tahoe Refuse Co., 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, South Tahoe Group Pension Plan is a benefit plan reported by South Tahoe Refuse Co., Inc. under EIN 94-1628580 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $20,211,449 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.2MPlan net assets, end of year$20,211,449
Participants167Covered participants reported
Assets / participant$121KComputed: assets ÷ participants$121,027 (computed)
Provider compensation$10K2 Schedule C provider row(s)$9,967
- Plan sponsor
- South Tahoe Refuse Co., Inc.
- EIN
- 94-1628580
- Plan number
- 002
- Plan type
- 2
- Location
- South Lake Tahoe, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241008152904NAL0017883329001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,211,449
- Net assets (EOY)
- $20,211,449
- Net assets (BOY)
- $17,883,896
Income & contributions
- Employer contributions
- $858,295
- Participant contributions
- $356,063
- Total contributions
- $1,403,682
- Total income / additions
- $3,880,748
Expenses & distributions
- Benefits paid
- $1,498,709
- Administrative expenses
- $54,461
- Total expenses
- $1,553,195
- Net increase / (decrease)
- $2,327,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Financial | INVESTMENT ADVISOR | $9,071 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $896 | not reported in the loaded dataset | 2023 |