2023 Form 5500 filing — Sierra Club 401(K) Plan For Sierra Employee Alliance

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 20260311212641NAL0006014403001) for Sierra Club 401(K) Plan For Sierra Employee Alliance, reported by Sierra Club under EIN 94-1153307 and plan number 003. It reports 154 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)$8.3MReported net assets$8,300,924
Participants154
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260311212641NAL0006014403001
Plan sponsor
Sierra Club
EIN
94-1153307
Plan number
003
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)$8.3M total assets
Net assets$8.3MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$712.2K
Benefits paid / distributions$715.9K
Contributions
Employer$253.1K
Participant$518.2K
Full reported line items
Total assets (EOY)
$8,300,924
Total liabilities (EOY)
$0
Net assets (EOY)
$8,300,924
Employer contributions
$253,064
Participant contributions
$518,160
Total income / additions
$2,200,442
Benefits paid
$715,890
Administrative expenses
-$3,700
Total expenses
$712,190
Net increase / (decrease)
$1,488,252
Schedule C

Reported service provider compensation

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

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

Related Form 5500 pages