2023 Form 5500 filing — Sierra Club 401(K) Plan For Non-Represented Employees
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 20260310131730NAL0003760401001) for Sierra Club 401(K) Plan For Non-Represented Employees, reported by Sierra Club under EIN 94-1153307 and plan number 002. It reports 503 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)$56.2MReported net assets$56,225,662
Participants503
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260310131730NAL0003760401001
- Plan sponsor
- Sierra Club
- EIN
- 94-1153307
- Plan number
- 002
- Location
- Oakland, CA
- Received date
- not reported in the loaded dataset
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)$56.2M total assets
Net assets$56.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $56,225,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,225,662
- Employer contributions
- $1,815,280
- Participant contributions
- $3,775,959
- Total income / additions
- $15,031,136
- Benefits paid
- $4,152,939
- Administrative expenses
- -$17,543
- Total expenses
- $4,140,637
- Net increase / (decrease)
- $10,890,499
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,102 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$29,645 | $0 |