Sound Financial Bancorp, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sound Financial Bancorp, 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, Sound Financial Bancorp, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sound Financial Bancorp, Inc. under EIN 91-0619653 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $7,147,792 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.1MPlan net assets, end of year$7,147,792
Participants180Covered participants reported
Assets / participant$39.7KComputed: assets ÷ participants$39,710 (computed)
Provider compensationNone reported
Plan sponsor
Sound Financial Bancorp, Inc.
EIN
91-0619653
Plan number
002
Plan type
2
Location
Seattle, WA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    180 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$813.3K
Total expenses$153.4K
Benefits paid / distributions$153.4K
Contributions
Employer$691.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,147,792
Total liabilities (EOY)
$0
Net assets (EOY)
$7,147,792
Net assets (BOY)
$6,487,872

Income & contributions

Employer contributions
$691,454
Total contributions
$691,454
Total income / additions
$813,288

Expenses & distributions

Benefits paid
$153,368
Administrative expenses
$0
Total expenses
$153,368
Net increase / (decrease)
$659,920
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages