2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Side By Side
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 20241015153121NAL0028942481001) for 403(B) Thrift Plan For Employees Of Side By Side, reported by Side By Side under EIN 94-1156301 and plan number 005. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153121NAL0028942481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Side By Side
- EIN
- 94-1156301
- Plan number
- 005
- Location
- San Anselmo, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,821,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,821,981
- Employer contributions
- $0
- Participant contributions
- $350,685
- Total income / additions
- $1,043,661
- Benefits paid
- $604,910
- Administrative expenses
- $997
- Total expenses
- $605,907
- Net increase / (decrease)
- $437,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $996 | $0 |