2023 Form 5500 filing — Southern Environmental Law Center Retirement & Employee 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 20240731141659NAL0012757155001) for Southern Environmental Law Center Retirement & Employee Savings Plan, reported by Southern Environmental Law Center under EIN 52-1436778 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731141659NAL0012757155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Environmental Law Center
- EIN
- 52-1436778
- Plan number
- 001
- Location
- Charlottesville, VA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,620,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,620,462
- Employer contributions
- $1,497,679
- Participant contributions
- $1,389,454
- Total income / additions
- $9,769,548
- Benefits paid
- $422,981
- Administrative expenses
- $8,849
- Total expenses
- $431,830
- Net increase / (decrease)
- $9,337,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $2,260 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $60 | not reported in the loaded dataset |