Sierra Canyon Foundation 401(K) Plan — Form 5500 plan (Sierra Canyon High School Foundation)
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 Canyon Foundation 401(K) Plan is a benefit plan reported by Sierra Canyon High School Foundation under EIN 95-4823704 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $23,623,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sierra Canyon High School Foundation
- EIN
- 95-4823704
- Plan number
- 001
- Plan type
- 2
- Location
- Chatsworth, CA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $23,623,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20250610163015NAL0043394434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,623,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,623,758
- Net assets (BOY)
- $20,453,069
Income & contributions
- Employer contributions
- $604,455
- Participant contributions
- $1,240,590
- Total contributions
- $1,854,124
- Total income / additions
- $5,550,551
Expenses & distributions
- Benefits paid
- $2,297,992
- Administrative expenses
- $81,870
- Total expenses
- $2,379,862
- Net increase / (decrease)
- $3,170,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,983 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $33,162 | not reported in the loaded dataset | 2023 |
| Mml Investors Services LLC | BROKER/ADVISER | $0 | $12,596 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sierra Canyon High School Foundation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Chatsworth, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Mml Investors Services LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation