2023 Form 5500 filing — Savings Bank Of Mendocino County 401(K) And 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 20241001153410NAL0004156691001) for Savings Bank Of Mendocino County 401(K) And Profit Sharing Plan, reported by Savings Bank Of Mendocino County under EIN 94-0844065 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.5MReported net assets$22,491,753
Participants260
Provider compensation$3.7K1 Schedule C row(s)$3,670
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001153410NAL0004156691001
Plan sponsor
Savings Bank Of Mendocino County
EIN
94-0844065
Plan number
001
Location
Ukiah, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.5M total assets
Net assets$22.5MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.4M
Participant$866.2K
Full reported line items
Total assets (EOY)
$22,491,753
Total liabilities (EOY)
$0
Net assets (EOY)
$22,491,753
Employer contributions
$1,390,658
Participant contributions
$866,207
Total income / additions
$5,221,960
Benefits paid
$1,939,798
Administrative expenses
$3,670
Total expenses
$1,941,392
Net increase / (decrease)
$3,280,568
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001153410NAL0004156691001 cover?
It is the 2023 Form 5500 filing for Savings Bank Of Mendocino County 401(K) And Profit Sharing Plan, reported by Savings Bank Of Mendocino County (EIN 94-0844065).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages