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SIERRA CLUB RETIREMENT PLAN 401k Plan overview

Plan NameSIERRA CLUB RETIREMENT PLAN
Plan identification number 001

SIERRA CLUB RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

SIERRA CLUB has sponsored the creation of one or more 401k plans.

Company Name:SIERRA CLUB
Employer identification number (EIN):941153307
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about SIERRA CLUB

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3364396

More information about SIERRA CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIERRA CLUB RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DEANNA ALI2023-07-31
0012021-01-01DEANNA ALI2022-09-28
0012020-09-01DEANNA ALI2021-10-15
0012019-10-01JENNIFER TRAHAN2021-07-13 JENNIFER TRAHAN2021-07-13
0012018-10-01KERRY O'DONNELL2020-07-13 KERRY O'DONNELL2020-07-13
0012017-10-01EARLENE L YOUNG2019-07-14
0012016-10-01
0012015-10-01KERRY O' DONNELL
0012014-10-01KERRY O' DONNELL
0012014-10-01EDDIE W. LEE
0012013-10-01
0012012-10-01JEFF ALVARAZ JEFF ALVARAZ2014-07-15
0012011-10-01SUE DE LA ROSA SUE DE LA ROSA2013-07-12
0012010-10-01SUE DE LA ROSA SUE DE LA ROSA2012-07-16
0012009-10-01SUE DE LA ROSA SUE DE LA ROSA2011-07-14
0012008-10-01

Plan Statistics for SIERRA CLUB RETIREMENT PLAN

401k plan membership statisitcs for SIERRA CLUB RETIREMENT PLAN

Measure Date Value
2022: SIERRA CLUB RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-09-3044,554,499
Acturial value of plan assets2022-09-3040,596,958
Funding target for retired participants and beneficiaries receiving payment2022-09-3011,424,193
Number of terminated vested participants2022-09-30346
Fundng target for terminated vested participants2022-09-3011,952,786
Active participant vested funding target2022-09-3015,315,340
Number of active participants2022-09-30202
Total funding liabilities for active participants2022-09-3015,315,340
Total participant count2022-09-30621
Total funding target for all participants2022-09-3038,692,319
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-301,475,000
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-301,475,000
Present value of excess contributions2022-09-30679,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30718,277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-301,771,918
Total employer contributions2022-09-302,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-301,866,436
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-301,803,551
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-301,670,830
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-301,670,830
Contributions allocatedtoward minimum required contributions for current year2022-09-301,866,436
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2020: SIERRA CLUB RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-09-3037,907,524
Acturial value of plan assets2020-09-3037,601,299
Funding target for retired participants and beneficiaries receiving payment2020-09-309,286,039
Number of terminated vested participants2020-09-30360
Fundng target for terminated vested participants2020-09-309,236,339
Active participant vested funding target2020-09-3017,618,774
Number of active participants2020-09-30263
Total funding liabilities for active participants2020-09-3017,618,774
Total participant count2020-09-30687
Total funding target for all participants2020-09-3036,141,152
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-301,751,442
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-301,852,150
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-302,000,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-301,897,410
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-301,958,963
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30498,816
Additional cash requirement2020-09-30498,816
Contributions allocatedtoward minimum required contributions for current year2020-09-301,897,410
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: SIERRA CLUB RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01687
Total number of active participants reported on line 7a of the Form 55002019-10-01240
Number of retired or separated participants receiving benefits2019-10-0170
Number of other retired or separated participants entitled to future benefits2019-10-01328
Total of all active and inactive participants2019-10-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-011
Total participants2019-10-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
Market value of plan assets2019-09-3036,331,386
Acturial value of plan assets2019-09-3035,058,107
Funding target for retired participants and beneficiaries receiving payment2019-09-308,383,539
Number of terminated vested participants2019-09-30368
Fundng target for terminated vested participants2019-09-309,447,414
Active participant vested funding target2019-09-3015,475,712
Number of active participants2019-09-30277
Total funding liabilities for active participants2019-09-3015,475,712
Total participant count2019-09-30704
Total funding target for all participants2019-09-3033,306,665
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-301,876,773
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-301,807,683
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-301,807,683
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3056,241
Additional cash requirement2019-09-3056,241
Contributions allocatedtoward minimum required contributions for current year2019-09-301,807,683
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: SIERRA CLUB RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01704
Total number of active participants reported on line 7a of the Form 55002018-10-01263
Number of retired or separated participants receiving benefits2018-10-0163
Number of other retired or separated participants entitled to future benefits2018-10-01360
Total of all active and inactive participants2018-10-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-3034,947,288
Acturial value of plan assets2018-09-3033,095,821
Funding target for retired participants and beneficiaries receiving payment2018-09-306,449,106
Number of terminated vested participants2018-09-30429
Fundng target for terminated vested participants2018-09-3012,214,403
Active participant vested funding target2018-09-3015,836,090
Number of active participants2018-09-30312
Total funding liabilities for active participants2018-09-3015,836,090
Total participant count2018-09-30789
Total funding target for all participants2018-09-3034,499,599
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-302,069,795
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-301,979,025
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-301,687,815
Net shortfall amortization installment of oustanding balance2018-09-301,403,778
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-301,979,025
Additional cash requirement2018-09-301,979,025
Contributions allocatedtoward minimum required contributions for current year2018-09-301,979,025
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: SIERRA CLUB RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01789
Total number of active participants reported on line 7a of the Form 55002017-10-01277
Number of retired or separated participants receiving benefits2017-10-0158
Number of other retired or separated participants entitled to future benefits2017-10-01368
Total of all active and inactive participants2017-10-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-3031,809,336
Acturial value of plan assets2017-09-3031,447,648
Funding target for retired participants and beneficiaries receiving payment2017-09-305,870,434
Number of terminated vested participants2017-09-30536
Fundng target for terminated vested participants2017-09-3011,684,935
Active participant vested funding target2017-09-3014,634,952
Number of active participants2017-09-30339
Total funding liabilities for active participants2017-09-3014,634,952
Total participant count2017-09-30920
Total funding target for all participants2017-09-3032,190,321
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-301,895,029
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-301,812,585
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-301,603,412
Net shortfall amortization installment of oustanding balance2017-09-30742,673
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-301,812,585
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-301,812,585
Contributions allocatedtoward minimum required contributions for current year2017-09-301,812,585
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2016: SIERRA CLUB RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01920
Total number of active participants reported on line 7a of the Form 55002016-10-01312
Number of retired or separated participants receiving benefits2016-10-0148
Number of other retired or separated participants entitled to future benefits2016-10-01429
Total of all active and inactive participants2016-10-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: SIERRA CLUB RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01937
Total number of active participants reported on line 7a of the Form 55002015-10-01339
Number of retired or separated participants receiving benefits2015-10-0145
Number of other retired or separated participants entitled to future benefits2015-10-01536
Total of all active and inactive participants2015-10-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: SIERRA CLUB RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01936
Total number of active participants reported on line 7a of the Form 55002014-10-01374
Number of retired or separated participants receiving benefits2014-10-0138
Number of other retired or separated participants entitled to future benefits2014-10-01525
Total of all active and inactive participants2014-10-01937
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: SIERRA CLUB RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01899
Total number of active participants reported on line 7a of the Form 55002013-10-01405
Number of retired or separated participants receiving benefits2013-10-0133
Number of other retired or separated participants entitled to future benefits2013-10-01498
Total of all active and inactive participants2013-10-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01936
Number of participants with account balances2013-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: SIERRA CLUB RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01824
Total number of active participants reported on line 7a of the Form 55002012-10-01410
Number of retired or separated participants receiving benefits2012-10-0127
Number of other retired or separated participants entitled to future benefits2012-10-01462
Total of all active and inactive participants2012-10-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01899
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: SIERRA CLUB RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01780
Total number of active participants reported on line 7a of the Form 55002011-10-01367
Number of retired or separated participants receiving benefits2011-10-0124
Number of other retired or separated participants entitled to future benefits2011-10-01433
Total of all active and inactive participants2011-10-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01824
Number of participants with account balances2011-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: SIERRA CLUB RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01780
Total number of active participants reported on line 7a of the Form 55002010-10-01339
Number of retired or separated participants receiving benefits2010-10-0123
Number of other retired or separated participants entitled to future benefits2010-10-01418
Total of all active and inactive participants2010-10-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01780
Number of participants with account balances2010-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: SIERRA CLUB RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01706
Total number of active participants reported on line 7a of the Form 55002009-10-01353
Number of retired or separated participants receiving benefits2009-10-0122
Number of other retired or separated participants entitled to future benefits2009-10-01387
Total of all active and inactive participants2009-10-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01762
Number of participants with account balances2009-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on SIERRA CLUB RETIREMENT PLAN

Measure Date Value
2020 : SIERRA CLUB RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$5,643,676
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$2,916,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$2,223,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$2,000,000
Value of total assets at end of year2020-09-30$40,635,817
Value of total assets at beginning of year2020-09-30$37,908,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$693,049
Total interest from all sources2020-09-30$13,595
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$124,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$124,501
Administrative expenses professional fees incurred2020-09-30$124,890
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$2,150
Other income not declared elsewhere2020-09-30$2,256
Administrative expenses (other) incurred2020-09-30$450,592
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$2,727,183
Value of net assets at end of year (total assets less liabilities)2020-09-30$40,635,817
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$37,908,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$7,141,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$6,769,440
Value of interest in common/collective trusts at end of year2020-09-30$30,942,196
Value of interest in common/collective trusts at beginning of year2020-09-30$29,531,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-09-30$1,051,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-09-30$1,128,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-09-30$1,128,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$13,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$532,729
Net investment gain or loss from common/collective trusts2020-09-30$2,970,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$2,000,000
Employer contributions (assets) at end of year2020-09-30$1,500,000
Employer contributions (assets) at beginning of year2020-09-30$477,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$2,223,444
Contract administrator fees2020-09-30$117,567
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Aggregate proceeds on sale of assets2020-09-30$3,860,544
Aggregate carrying amount (costs) on sale of assets2020-09-30$3,860,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30ARMANINO LLP
Accountancy firm EIN2020-09-30946214841
2019 : SIERRA CLUB RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$3,492,083
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$1,926,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$1,640,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,876,773
Value of total assets at end of year2019-09-30$37,908,634
Value of total assets at beginning of year2019-09-30$36,343,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$285,688
Total interest from all sources2019-09-30$26,091
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$149,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$149,652
Administrative expenses professional fees incurred2019-09-30$175,242
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$2,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$1,537
Other income not declared elsewhere2019-09-30$1,555
Administrative expenses (other) incurred2019-09-30$173
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,565,537
Value of net assets at end of year (total assets less liabilities)2019-09-30$37,908,634
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$36,343,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$6,769,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$6,660,668
Value of interest in common/collective trusts at end of year2019-09-30$29,531,880
Value of interest in common/collective trusts at beginning of year2019-09-30$27,994,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$1,128,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$967,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$967,788
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$26,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$1,438,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$1,876,773
Employer contributions (assets) at end of year2019-09-30$477,164
Employer contributions (assets) at beginning of year2019-09-30$718,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$1,640,858
Contract administrator fees2019-09-30$110,273
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30ARMANINO LLP
Accountancy firm EIN2019-09-30946214841
2018 : SIERRA CLUB RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$4,524,436
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$3,140,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,764,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$2,069,795
Value of total assets at end of year2018-09-30$36,343,097
Value of total assets at beginning of year2018-09-30$34,958,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$376,038
Total interest from all sources2018-09-30$15,194
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$126,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$126,439
Administrative expenses professional fees incurred2018-09-30$126,451
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$1,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$611
Administrative expenses (other) incurred2018-09-30$140,767
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Income. Non cash contributions2018-09-30$0
Value of net income/loss2018-09-30$1,384,139
Value of net assets at end of year (total assets less liabilities)2018-09-30$36,343,097
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$34,958,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$6,660,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$5,566,813
Value of interest in common/collective trusts at end of year2018-09-30$27,994,882
Value of interest in common/collective trusts at beginning of year2018-09-30$27,842,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$967,788
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$927,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$927,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$15,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,313,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$2,069,795
Employer contributions (assets) at end of year2018-09-30$718,222
Employer contributions (assets) at beginning of year2018-09-30$621,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,764,259
Contract administrator fees2018-09-30$108,820
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30ARMANINO LLP
Accountancy firm EIN2018-09-30946214841
2017 : SIERRA CLUB RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total transfer of assets from this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$5,575,167
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$2,440,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,956,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,895,029
Value of total assets at end of year2017-09-30$34,958,958
Value of total assets at beginning of year2017-09-30$31,824,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$483,954
Total interest from all sources2017-09-30$9,133
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$93,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$93,427
Administrative expenses professional fees incurred2017-09-30$211,657
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$496
Other income not declared elsewhere2017-09-30$9
Administrative expenses (other) incurred2017-09-30$173,120
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$3,134,245
Value of net assets at end of year (total assets less liabilities)2017-09-30$34,958,958
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$31,824,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$5,566,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$5,549,799
Value of interest in common/collective trusts at end of year2017-09-30$27,842,324
Value of interest in common/collective trusts at beginning of year2017-09-30$24,401,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$927,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$1,060,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$1,060,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$9,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$3,577,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30Yes
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,895,029
Employer contributions (assets) at end of year2017-09-30$621,840
Employer contributions (assets) at beginning of year2017-09-30$812,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,956,968
Contract administrator fees2017-09-30$99,177
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30ARMANINO LLP
Accountancy firm EIN2017-09-30946214841
2016 : SIERRA CLUB RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$5,168,910
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,983,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,657,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$2,375,901
Value of total assets at end of year2016-09-30$31,824,713
Value of total assets at beginning of year2016-09-30$28,639,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$326,072
Total interest from all sources2016-09-30$3,297
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$86,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$86,163
Administrative expenses professional fees incurred2016-09-30$106,042
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$118
Other income not declared elsewhere2016-09-30$8,039
Administrative expenses (other) incurred2016-09-30$139,041
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$44,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$3,185,703
Value of net assets at end of year (total assets less liabilities)2016-09-30$31,824,713
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$28,639,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$5,549,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$5,138,952
Value of interest in common/collective trusts at end of year2016-09-30$24,401,611
Value of interest in common/collective trusts at beginning of year2016-09-30$21,948,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$1,060,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$705,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$705,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$3,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$2,695,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$2,375,901
Employer contributions (assets) at end of year2016-09-30$812,426
Employer contributions (assets) at beginning of year2016-09-30$800,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,657,135
Contract administrator fees2016-09-30$80,989
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30ARMANINO LLP
Accountancy firm EIN2016-09-30946214841
2015 : SIERRA CLUB RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$2,050,307
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,538,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,289,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$2,287,916
Value of total assets at end of year2015-09-30$28,639,010
Value of total assets at beginning of year2015-09-30$28,127,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$249,502
Total interest from all sources2015-09-30$1,567
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$102,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$102,374
Administrative expenses professional fees incurred2015-09-30$83,345
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$7,935
Administrative expenses (other) incurred2015-09-30$70,350
Total non interest bearing cash at end of year2015-09-30$44,640
Total non interest bearing cash at beginning of year2015-09-30$91
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$511,550
Value of net assets at end of year (total assets less liabilities)2015-09-30$28,639,010
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$28,127,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$5,138,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$7,488,523
Value of interest in common/collective trusts at end of year2015-09-30$21,948,980
Value of interest in common/collective trusts at beginning of year2015-09-30$19,121,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$705,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$584,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$584,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$1,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-349,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$2,287,916
Employer contributions (assets) at end of year2015-09-30$800,717
Employer contributions (assets) at beginning of year2015-09-30$933,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,289,255
Contract administrator fees2015-09-30$95,807
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30ARMANINO LLP
Accountancy firm EIN2015-09-30946214841
2014 : SIERRA CLUB RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$4,862,131
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$2,272,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,999,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$2,427,974
Value of total assets at end of year2014-09-30$28,127,460
Value of total assets at beginning of year2014-09-30$25,537,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$272,581
Total interest from all sources2014-09-30$399
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$212,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$212,636
Administrative expenses professional fees incurred2014-09-30$78,598
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Other income not declared elsewhere2014-09-30$4,913
Administrative expenses (other) incurred2014-09-30$64,731
Total non interest bearing cash at end of year2014-09-30$91
Total non interest bearing cash at beginning of year2014-09-30$33,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$2,589,915
Value of net assets at end of year (total assets less liabilities)2014-09-30$28,127,460
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$25,537,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$7,488,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$9,897,292
Value of interest in common/collective trusts at end of year2014-09-30$19,121,065
Value of interest in common/collective trusts at beginning of year2014-09-30$14,598,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$584,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$259,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$259,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$2,216,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$2,427,974
Employer contributions (assets) at end of year2014-09-30$933,602
Employer contributions (assets) at beginning of year2014-09-30$748,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,999,635
Contract administrator fees2014-09-30$129,252
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30ARMANINO LLP
Accountancy firm EIN2014-09-30946214841
2013 : SIERRA CLUB RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$5,202,157
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,836,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,524,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$2,083,148
Value of total assets at end of year2013-09-30$25,537,545
Value of total assets at beginning of year2013-09-30$22,171,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$312,075
Total interest from all sources2013-09-30$209
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$182,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$182,604
Administrative expenses professional fees incurred2013-09-30$104,319
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Other income not declared elsewhere2013-09-30$4,701
Administrative expenses (other) incurred2013-09-30$75,829
Total non interest bearing cash at end of year2013-09-30$33,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$3,365,766
Value of net assets at end of year (total assets less liabilities)2013-09-30$25,537,545
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$22,171,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$9,897,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$8,195,545
Value of interest in common/collective trusts at end of year2013-09-30$14,598,388
Value of interest in common/collective trusts at beginning of year2013-09-30$13,018,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$259,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$104,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$104,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,731,887
Net investment gain or loss from common/collective trusts2013-09-30$1,199,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$2,083,148
Employer contributions (assets) at end of year2013-09-30$748,346
Employer contributions (assets) at beginning of year2013-09-30$852,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,524,316
Contract administrator fees2013-09-30$131,927
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30ARMANINO LLP
Accountancy firm EIN2013-09-30946214841
2012 : SIERRA CLUB RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$5,352,204
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,064,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$665,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$2,233,787
Value of total assets at end of year2012-09-30$22,171,779
Value of total assets at beginning of year2012-09-30$17,884,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$399,561
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$144,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$87,617
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$4,287,521
Value of net assets at end of year (total assets less liabilities)2012-09-30$22,171,779
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$17,884,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$8,195,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$5,968,632
Value of interest in common/collective trusts at end of year2012-09-30$13,018,780
Value of interest in common/collective trusts at beginning of year2012-09-30$10,728,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$104,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$53,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$53,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$2,974,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$2,233,153
Employer contributions (assets) at end of year2012-09-30$852,785
Employer contributions (assets) at beginning of year2012-09-30$1,133,900
Income. Dividends from common stock2012-09-30$144,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$665,122
Contract administrator fees2012-09-30$311,944
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30ARMANINNO LLP
Accountancy firm EIN2012-09-30946214841
2011 : SIERRA CLUB RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,926,312
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,431,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,142,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$2,126,130
Value of total assets at end of year2011-09-30$17,884,258
Value of total assets at beginning of year2011-09-30$17,389,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$288,469
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$224,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$76,113
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Administrative expenses (other) incurred2011-09-30$89,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$495,112
Value of net assets at end of year (total assets less liabilities)2011-09-30$17,884,258
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$17,389,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$5,968,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$6,057,016
Value of interest in common/collective trusts at end of year2011-09-30$10,728,540
Value of interest in common/collective trusts at beginning of year2011-09-30$9,844,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$53,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$368,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$368,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-424,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$2,126,130
Employer contributions (assets) at end of year2011-09-30$1,133,900
Employer contributions (assets) at beginning of year2011-09-30$1,119,200
Income. Dividends from common stock2011-09-30$224,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,142,731
Contract administrator fees2011-09-30$122,455
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MOSS ADAMS, LLP
Accountancy firm EIN2011-09-30910189318
2010 : SIERRA CLUB RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for SIERRA CLUB RETIREMENT PLAN

2019: SIERRA CLUB RETIREMENT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SIERRA CLUB RETIREMENT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SIERRA CLUB RETIREMENT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SIERRA CLUB RETIREMENT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SIERRA CLUB RETIREMENT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SIERRA CLUB RETIREMENT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SIERRA CLUB RETIREMENT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SIERRA CLUB RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SIERRA CLUB RETIREMENT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: SIERRA CLUB RETIREMENT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: SIERRA CLUB RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: SIERRA CLUB RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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