2023 Form 5500 filing — Saticoy Lemon Association 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 20240806134104NAL0002314769001) for Saticoy Lemon Association 401(K) / Profit Sharing Plan, reported by Saticoy Lemon Association under EIN 95-1193510 and plan number 002. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806134104NAL0002314769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saticoy Lemon Association
- EIN
- 95-1193510
- Plan number
- 002
- Location
- Santa Paula, CA
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,121,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,121,981
- Employer contributions
- $613,605
- Participant contributions
- $745,403
- Total income / additions
- $3,649,178
- Benefits paid
- $1,244,284
- Administrative expenses
- $56,803
- Total expenses
- $1,301,087
- Net increase / (decrease)
- $2,348,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,803 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |