2023 Form 5500 filing — Third Federal Savings Associate Stock Ownership 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 20241002125810NAL0008799665001) for Third Federal Savings Associate Stock Ownership Plan, reported by Third Federal Savings And Loan Association Of Cleveland under EIN 34-0573493 and plan number 004. It reports 1,260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$103.2MReported net assets$103,171,928
Participants1.3K1,260
Provider compensation$10.8K1 Schedule C row(s)$10,813
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002125810NAL0008799665001
- Plan sponsor
- Third Federal Savings And Loan Association Of Cleveland
- EIN
- 34-0573493
- Plan number
- 004
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$136.2M total assets
Net assets$103.2MLiabilities$33M
Full reported line items
- Total assets (EOY)
- $136,186,431
- Total liabilities (EOY)
- $33,014,503
- Net assets (EOY)
- $103,171,928
- Employer contributions
- $3,535,924
- Total income / additions
- $16,657,149
- Benefits paid
- $6,479,285
- Administrative expenses
- $10,813
- Total expenses
- $9,284,150
- Net increase / (decrease)
- $7,372,999
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,813 | $0 |