Saticoy Lemon Association 401(K) / Profit Sharing Plan — Form 5500 plan (Saticoy Lemon Association)
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, Saticoy Lemon Association 401(K) / Profit Sharing Plan is a benefit plan reported by Saticoy Lemon Association under EIN 95-1193510 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $18,121,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saticoy Lemon Association
- EIN
- 95-1193510
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Paula, CA
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $18,121,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240806134104NAL0002314769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,121,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,121,981
- Net assets (BOY)
- $15,773,890
Income & contributions
- Employer contributions
- $613,605
- Participant contributions
- $745,403
- Total contributions
- $1,359,008
- Total income / additions
- $3,649,178
Expenses & distributions
- Benefits paid
- $1,244,284
- Administrative expenses
- $56,803
- Total expenses
- $1,301,087
- Net increase / (decrease)
- $2,348,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,803 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |