2023 Form 5500 filing — Seiu Local 521 401(K) 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 20241010110533NAL0035527568001) for Seiu Local 521 401(K) Plan, reported by Seiu Local 521 under EIN 20-8192637 and plan number 001. It reports 169 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)$9.2MReported net assets$9,165,392
Participants169
Provider compensation$4.4K1 Schedule C row(s)$4,441
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010110533NAL0035527568001
Plan sponsor
Seiu Local 521
EIN
20-8192637
Plan number
001
Location
San Jose, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$488.5K
Benefits paid / distributions$479.2K
Contributions
Employer$258.6K
Participant$458.3K
Full reported line items
Total assets (EOY)
$9,165,392
Total liabilities (EOY)
$0
Net assets (EOY)
$9,165,392
Employer contributions
$258,643
Participant contributions
$458,275
Total income / additions
$1,873,544
Benefits paid
$479,230
Administrative expenses
$4,441
Total expenses
$488,516
Net increase / (decrease)
$1,385,028
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $4.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010110533NAL0035527568001 cover?
It is the 2023 Form 5500 filing for Seiu Local 521 401(K) Plan, reported by Seiu Local 521 (EIN 20-8192637).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages