2023 Form 5500 filing — Third Federal 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617121237NAL0001417137001) for Third Federal 401(K) Savings Plan, reported by Third Federal Savings And Loan Association Of Cleveland under EIN 34-0573493 and plan number 002. It reports 1,201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617121237NAL0001417137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Third Federal Savings And Loan Association Of Cleveland
- EIN
- 34-0573493
- Plan number
- 002
- Location
- Cleveland, OH
- Participants
- 1,201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $194,028,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,028,666
- Employer contributions
- $4,482,421
- Participant contributions
- $5,601,526
- Total income / additions
- $38,295,803
- Benefits paid
- $11,134,124
- Administrative expenses
- $198,454
- Total expenses
- $11,332,578
- Net increase / (decrease)
- $26,963,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $198,453 | $249 |
| Cbiz Financial Solutions, Inc | INVESTMENT MANAGEMENT | $53,211 | $70,600 |
| Meaden & Moore | ACCOUNTANT | $21,400 | $21,400 |
| Thompson Hine | LEGAL | $0 | $23,551 |