2023 Form 5500 filing — Sierra Club 401(K) Plan For Pwu National Employees

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 20260310130650NAL0003747537001) for Sierra Club 401(K) Plan For Pwu National Employees, reported by Sierra Club under EIN 94-1153307 and plan number 004. It reports 416 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)$13.7MReported net assets$13,720,622
Participants416
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260310130650NAL0003747537001
Plan sponsor
Sierra Club
EIN
94-1153307
Plan number
004
Location
Oakland, CA
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$949.8K
Participant$1.7M
Full reported line items
Total assets (EOY)
$13,720,622
Total liabilities (EOY)
$0
Net assets (EOY)
$13,720,622
Employer contributions
$949,845
Participant contributions
$1,690,212
Total income / additions
$4,919,589
Benefits paid
$1,850,929
Administrative expenses
-$411
Total expenses
$1,850,518
Net increase / (decrease)
$3,069,071
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $5.5K
  2. 2
    RECORDKEEPER · Direct -$5.9K · Indirect $0

Related Form 5500 pages