2023 Form 5500 filing — Sierra Central Credit Union 401(K) Retirement 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 20241015113326NAL0029415345001) for Sierra Central Credit Union 401(K) Retirement Plan, reported by Sierra Central Credit Union under EIN 94-1484851 and plan number 008. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113326NAL0029415345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Central Credit Union
- EIN
- 94-1484851
- Plan number
- 008
- Location
- Yuba City, CA
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,085,825
- Total liabilities (EOY)
- $20,775
- Net assets (EOY)
- $19,065,050
- Employer contributions
- $534,299
- Participant contributions
- $1,279,224
- Total income / additions
- $4,071,329
- Benefits paid
- $1,176,954
- Administrative expenses
- $86,051
- Total expenses
- $1,263,005
- Net increase / (decrease)
- $2,808,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $61,048 | not reported in the loaded dataset |
| Lpl Financial Corporation Rpcp | NONE | $24,996 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $5,024 |