403(B) Thrift Plan For Employees Of Side By Side — Form 5500 plan (Side By Side)
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, 403(B) Thrift Plan For Employees Of Side By Side is a benefit plan reported by Side By Side under EIN 94-1156301 and plan number 005. The latest loaded filing year is 2023. The filing reports 189 participants and $4,821,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Side By Side
- EIN
- 94-1156301
- Plan number
- 005
- Plan type
- 2
- Location
- San Anselmo, CA
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $4,821,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20241015153121NAL0028942481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,821,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,821,981
- Net assets (BOY)
- $4,384,227
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $350,685
- Total contributions
- $361,673
- Total income / additions
- $1,043,661
Expenses & distributions
- Benefits paid
- $604,910
- Administrative expenses
- $997
- Total expenses
- $605,907
- Net increase / (decrease)
- $437,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $996 | $0 | 2023 |