Sierra Central Credit Union 401(K) Retirement Plan — Form 5500 plan (Sierra Central Credit Union)
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, Sierra Central Credit Union 401(K) Retirement Plan is a benefit plan reported by Sierra Central Credit Union under EIN 94-1484851 and plan number 008. The latest loaded filing year is 2023. The filing reports 332 participants and $19,085,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Central Credit Union
- EIN
- 94-1484851
- Plan number
- 008
- Plan type
- 2
- Location
- Yuba City, CA
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $19,085,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241015113326NAL0029415345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,085,825
- Total liabilities (EOY)
- $20,775
- Net assets (EOY)
- $19,065,050
- Net assets (BOY)
- $16,256,726
Income & contributions
- Employer contributions
- $534,299
- Participant contributions
- $1,279,224
- Total contributions
- $1,813,523
- Total income / additions
- $4,071,329
Expenses & distributions
- Benefits paid
- $1,176,954
- Administrative expenses
- $86,051
- Total expenses
- $1,263,005
- Net increase / (decrease)
- $2,808,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $61,048 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation Rpcp | NONE | $24,996 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $0 | $5,024 | 2023 |