Plan5500

Santa Clara County Roofers Vacation Plan — Form 5500 plan (Santa Clara County Roofers Vacation Trust)

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, Santa Clara County Roofers Vacation Plan is a benefit plan reported by Santa Clara County Roofers Vacation Trust under EIN 94-6401546 and plan number 523. The latest loaded filing year is 2023. The filing reports 424 participants and $696,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Santa Clara County Roofers Vacation Trust
EIN
94-6401546
Plan number
523
Plan type
1
Location
Santa Clara, CA
Latest filing year
2023
Participants
424
End-of-year plan assets
$696,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023424H, C20241011144032NAL0022944529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$696,172
Total liabilities (EOY)
$588,986
Net assets (EOY)
$107,186
Net assets (BOY)
$97,699

Income & contributions

Participant contributions
$2,454,431
Total contributions
$2,454,431
Total income / additions
$2,478,545

Expenses & distributions

Benefits paid
$2,454,431
Administrative expenses
$14,627
Total expenses
$2,469,058
Net increase / (decrease)
$9,487

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Administrative ServicesNONE$6,655not reported in the loaded dataset2023
Ineich & Company, LlpNONE$5,000$02023

Related Form 5500 pages