Third Federal 401(K) Savings Plan — Form 5500 plan (Third Federal Savings And Loan Association Of Cleveland)
Plain-English plan 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, Third Federal 401(K) Savings Plan is a benefit plan reported by Third Federal Savings And Loan Association Of Cleveland under EIN 34-0573493 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,201 participants and $194,028,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Third Federal Savings And Loan Association Of Cleveland
- EIN
- 34-0573493
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 1,201
- End-of-year plan assets
- $194,028,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,201 | H, C | 20240617121237NAL0001417137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,028,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,028,666
- Net assets (BOY)
- $164,906,061
Income & contributions
- Employer contributions
- $4,482,421
- Participant contributions
- $5,601,526
- Total contributions
- $10,776,467
- Total income / additions
- $38,295,803
Expenses & distributions
- Benefits paid
- $11,134,124
- Administrative expenses
- $198,454
- Total expenses
- $11,332,578
- Net increase / (decrease)
- $26,963,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $198,453 | $249 | 2023 |
| Cbiz Financial Solutions, Inc | INVESTMENT MANAGEMENT | $53,211 | $70,600 | 2023 |
| Meaden & Moore | ACCOUNTANT | $21,400 | $21,400 | 2023 |
| Thompson Hine | LEGAL | $0 | $23,551 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Third Federal Savings And Loan Association Of Cleveland
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Principal Life Insurance Company — Schedule C compensation
- Cbiz Financial Solutions, Inc — Schedule C compensation
- Meaden & Moore — Schedule C compensation
- Thompson Hine — Schedule C compensation