2023 Form 5500 filing — Sycr 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 20241014170447NAL0046920016001) for Sycr 401(K) Profit Sharing Plan, reported by Stradling Yocca Carlson & Rauth, P.C. under EIN 95-3347002 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170447NAL0046920016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stradling Yocca Carlson & Rauth, P.C.
- EIN
- 95-3347002
- Plan number
- 001
- Location
- Newport Beach, CA
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,160,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,160,969
- Employer contributions
- $3,002,720
- Participant contributions
- $1,637,679
- Total income / additions
- $20,773,305
- Benefits paid
- $9,804,471
- Administrative expenses
- $132,726
- Total expenses
- $9,937,197
- Net increase / (decrease)
- $10,836,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | ADVISOR | $46,532 | not reported in the loaded dataset |
| Ubs Financial Services | ADVISOR | $20,813 | not reported in the loaded dataset |
| Spinnaker Investment Group LLC | ADVISOR | $18,700 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $16,137 | $0 |
| Pacific Financial Group, Inc | ADVISOR | $15,682 | not reported in the loaded dataset |
| Wells Fargo Advisors LLC | ADVISOR | $14,136 | not reported in the loaded dataset |