2023 Form 5500 filing — Sierra Canyon Foundation 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 20250610163015NAL0043394434001) for Sierra Canyon Foundation 401(K) Plan, reported by Sierra Canyon High School Foundation under EIN 95-4823704 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610163015NAL0043394434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sierra Canyon High School Foundation
- EIN
- 95-4823704
- Plan number
- 001
- Location
- Chatsworth, CA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,623,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,623,758
- Employer contributions
- $604,455
- Participant contributions
- $1,240,590
- Total income / additions
- $5,550,551
- Benefits paid
- $2,297,992
- Administrative expenses
- $81,870
- Total expenses
- $2,379,862
- Net increase / (decrease)
- $3,170,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,983 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $33,162 | not reported in the loaded dataset |
| Mml Investors Services LLC | BROKER/ADVISER | $0 | $12,596 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,725 | not reported in the loaded dataset |