2023 Form 5500 filing — Sesloc Federal Credit Union 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240530163544NAL0023293424001) for Sesloc Federal Credit Union 401(K) Profit Sharing Plan, reported by Sesloc Federal Credit Union under EIN 95-1722855 and plan number 001. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530163544NAL0023293424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sesloc Federal Credit Union
- EIN
- 95-1722855
- Plan number
- 001
- Location
- San Luis Obispo, CA
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,189,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,189,943
- Employer contributions
- $496,876
- Participant contributions
- $1,185,417
- Total income / additions
- $4,004,442
- Benefits paid
- $1,328,988
- Administrative expenses
- $6,023
- Total expenses
- $1,337,656
- Net increase / (decrease)
- $2,666,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,431 | $0 |