Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund — Form 5500 plan (Associated General Contractors Of America, San Diego 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, Associated General Contractors Of America,San Diego Chapter, Inc. Retirement Trust Fund is a benefit plan reported by Associated General Contractors Of America, San Diego Chapter, Inc. under EIN 95-1951119 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,708,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated General Contractors Of America, San Diego Chapter, Inc.
- EIN
- 95-1951119
- Plan number
- 001
- Plan type
- 4
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,708,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014213752NAL0028323665005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,708,849
- Total liabilities (EOY)
- $244,376
- Net assets (EOY)
- $1,464,473
- Net assets (BOY)
- $952,076
Income & contributions
- Total income / additions
- $2,118,459
Expenses & distributions
- Benefits paid
- $923,040
- Administrative expenses
- $683,022
- Total expenses
- $1,606,062
- Net increase / (decrease)
- $512,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Agc Of America | N/A | $836,636 | not reported in the loaded dataset | 2023 |
| West Coast Group Benefits | N/A | $218,410 | not reported in the loaded dataset | 2023 |
| Polycomp Administrative Services | PLAN ADMINISTRATOR | $177,639 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $164,447 | not reported in the loaded dataset | 2023 |
| Teague Insurance Agency | N/A | $61,680 | not reported in the loaded dataset | 2023 |
| Wolds Law Group | N/A | $34,853 | not reported in the loaded dataset | 2023 |
| Schaffer Enterprises | N/A | $27,090 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | N/A | $26,249 | not reported in the loaded dataset | 2023 |
| Cavignac & Associates | N/A | $15,080 | not reported in the loaded dataset | 2023 |
| U.S. Bank | N/A | $12,507 | not reported in the loaded dataset | 2023 |
| Alpha Graphics | N/A | $8,165 | not reported in the loaded dataset | 2023 |
| Von Berge Wealth Management Group | N/A | $5,488 | not reported in the loaded dataset | 2023 |
| Independent Advisor Alliance | N/A | $5,355 | not reported in the loaded dataset | 2023 |
| Independent Financial Partners | N/A | $5,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated General Contractors Of America, San Diego Chapter, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Agc Of America — Schedule C compensation
- West Coast Group Benefits — Schedule C compensation
- Polycomp Administrative Services — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Teague Insurance Agency — Schedule C compensation
- Wolds Law Group — Schedule C compensation
- Schaffer Enterprises — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Cavignac & Associates — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Alpha Graphics — Schedule C compensation
- Von Berge Wealth Management Group — Schedule C compensation
- Independent Advisor Alliance — Schedule C compensation
- Independent Financial Partners — Schedule C compensation