2023 Form 5500 filing — Sierra Lobo, Inc. 401(K) 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 20240905103530NAL0021425217001) for Sierra Lobo, Inc. 401(K) Plan, reported by Sierra Lobo, Inc. under EIN 34-1759655 and plan number 001. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905103530NAL0021425217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Lobo, Inc.
- EIN
- 34-1759655
- Plan number
- 001
- Location
- Milan, OH
- Participants
- 669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,259,746
- Net assets (EOY)
- $43,259,746
- Employer contributions
- $972,711
- Participant contributions
- $3,680,221
- Total income / additions
- $12,461,700
- Benefits paid
- $7,102,918
- Administrative expenses
- $76,861
- Total expenses
- $7,179,928
- Net increase / (decrease)
- $5,281,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,027 | $0 |
| Royal Alliance Associates Inc | ADVISOR | $37,029 | not reported in the loaded dataset |
| Osaic Wealth Inc | INVESTMENT ADVISORY | $5,440 | $21,876 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $90 | $14,567 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$15,722 | $0 |