Bank Of The Sierra Savings Plan — Form 5500 plan (Bank Of The Sierra)
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, Bank Of The Sierra Savings Plan is a benefit plan reported by Bank Of The Sierra under EIN 94-2431437 and plan number 001. The latest loaded filing year is 2023. The filing reports 635 participants and $38,748,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of The Sierra
- EIN
- 94-2431437
- Plan number
- 001
- Plan type
- 2
- Location
- Porterville, CA
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $38,748,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20241011183052NAL0039798944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,748,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,748,134
- Net assets (BOY)
- $35,499,222
Income & contributions
- Employer contributions
- $1,279,760
- Participant contributions
- $2,387,316
- Total contributions
- $4,636,722
- Total income / additions
- $10,299,901
Expenses & distributions
- Benefits paid
- $6,995,262
- Administrative expenses
- $53,110
- Total expenses
- $7,050,989
- Net increase / (decrease)
- $3,248,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,110 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $49,099 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $3,166 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bank Of The Sierra
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Porterville, CA
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation