2023 Form 5500 filing — Sierra Vista Employee 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 20241015113526NAL0014499395001) for Sierra Vista Employee Retirement Plan, reported by Sierra Vista Child And Family Services under EIN 94-2158023 and plan number 002. It reports 418 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)$12MReported net assets$11,952,031
Participants418
Provider compensation$1.8K1 Schedule C row(s)$1,829
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015113526NAL0014499395001
Plan sponsor
Sierra Vista Child And Family Services
EIN
94-2158023
Plan number
002
Location
Modesto, 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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$463K
Benefits paid / distributions$461.3K
Contributions
Employer$219.9K
Participant$632.2K
Full reported line items
Total assets (EOY)
$11,952,031
Total liabilities (EOY)
$0
Net assets (EOY)
$11,952,031
Employer contributions
$219,928
Participant contributions
$632,245
Total income / additions
$2,118,927
Benefits paid
$461,333
Administrative expenses
$1,689
Total expenses
$463,022
Net increase / (decrease)
$1,655,905
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $1.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015113526NAL0014499395001 cover?
It is the 2023 Form 5500 filing for Sierra Vista Employee Retirement Plan, reported by Sierra Vista Child And Family Services (EIN 94-2158023).
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