Sbcs 403(B) Plan — Form 5500 plan (Sbcs)
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, Sbcs 403(B) Plan is a benefit plan reported by Sbcs under EIN 95-2693142 and plan number 002. The latest loaded filing year is 2023. The filing reports 800 participants and $23,227,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sbcs
- EIN
- 95-2693142
- Plan number
- 002
- Plan type
- 2
- Location
- Chula Vista, CA
- Latest filing year
- 2023
- Participants
- 800
- End-of-year plan assets
- $23,227,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 800 | H, C | 20240924162141NAL0023344016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,227,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,227,683
- Net assets (BOY)
- $18,523,330
Income & contributions
- Employer contributions
- $1,406,621
- Participant contributions
- $1,732,468
- Total contributions
- $3,210,741
- Total income / additions
- $5,805,514
Expenses & distributions
- Benefits paid
- $992,499
- Administrative expenses
- $70,859
- Total expenses
- $1,101,161
- Net increase / (decrease)
- $4,704,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors Financial | SERVICE PROVIDER | $0 | $50,250 | 2023 |
| Actuarial Benefits Corp | CONTRACT ADMINISTRATOR | $0 | $17,260 | 2023 |