2023 Form 5500 filing — Sbcs 403(B) 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 20240924162141NAL0023344016001) for Sbcs 403(B) Plan, reported by Sbcs under EIN 95-2693142 and plan number 002. It reports 800 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924162141NAL0023344016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sbcs
- EIN
- 95-2693142
- Plan number
- 002
- Location
- Chula Vista, CA
- Participants
- 800
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,227,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,227,683
- Employer contributions
- $1,406,621
- Participant contributions
- $1,732,468
- Total income / additions
- $5,805,514
- Benefits paid
- $992,499
- Administrative expenses
- $70,859
- Total expenses
- $1,101,161
- Net increase / (decrease)
- $4,704,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Financial | SERVICE PROVIDER | $0 | $50,250 |
| Actuarial Benefits Corp | CONTRACT ADMINISTRATOR | $0 | $17,260 |