Sierra Lobo, Inc. 401(K) Plan — Form 5500 plan (Sierra Lobo, Inc.)
Plain-English plan 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, Sierra Lobo, Inc. 401(K) Plan is a benefit plan reported by Sierra Lobo, Inc. under EIN 34-1759655 and plan number 001. The latest loaded filing year is 2023. The filing reports 669 participants and $43,259,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Lobo, Inc.
- EIN
- 34-1759655
- Plan number
- 001
- Plan type
- 2
- Location
- Milan, OH
- Latest filing year
- 2023
- Participants
- 669
- End-of-year plan assets
- $43,259,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 669 | H, C | 20240905103530NAL0021425217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,259,746
- Net assets (EOY)
- $43,259,746
- Net assets (BOY)
- $37,977,974
Income & contributions
- Employer contributions
- $972,711
- Participant contributions
- $3,680,221
- Total contributions
- $5,701,103
- Total income / additions
- $12,461,700
Expenses & distributions
- Benefits paid
- $7,102,918
- Administrative expenses
- $76,861
- Total expenses
- $7,179,928
- Net increase / (decrease)
- $5,281,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,027 | $0 | 2023 |
| Royal Alliance Associates Inc | ADVISOR | $37,029 | not reported in the loaded dataset | 2023 |
| Osaic Wealth Inc | INVESTMENT ADVISORY | $5,440 | $21,876 | 2023 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $90 | $14,567 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$15,722 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sierra Lobo, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Milan, OH
- Principal Life Insurance Company — Schedule C compensation
- Royal Alliance Associates Inc — Schedule C compensation
- Osaic Wealth Inc — Schedule C compensation
- Pension Innovations & Consulting — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation