Southern Environmental Law Center Retirement & Employee Savings Plan — Form 5500 plan (Southern Environmental Law Center)
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, Southern Environmental Law Center Retirement & Employee Savings Plan is a benefit plan reported by Southern Environmental Law Center under EIN 52-1436778 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $42,620,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Environmental Law Center
- EIN
- 52-1436778
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $42,620,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240731141659NAL0012757155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,620,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,620,462
- Net assets (BOY)
- $33,282,744
Income & contributions
- Employer contributions
- $1,497,679
- Participant contributions
- $1,389,454
- Total contributions
- $3,113,921
- Total income / additions
- $9,769,548
Expenses & distributions
- Benefits paid
- $422,981
- Administrative expenses
- $8,849
- Total expenses
- $431,830
- Net increase / (decrease)
- $9,337,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $2,260 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $100 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | RECORDKEEPER | $60 | not reported in the loaded dataset | 2023 |