Plan5500

The Sedona Group, Ltd. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Sedona Group, Ltd. (EIN 83-2397719) is a plan sponsor located in Moline, IL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-2397719
Location
Moline, IL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Sedona Group, Ltd.

  • 3 loaded plans hold $15.4M in reported assets.
  • The largest, The Sedona Group Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 615 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.4MSummed across loaded plans$15,383,408
Total reported assets$15.4M$15,402,117
Total reported participants615
Total reported liabilities$18.7K$18,709

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$15.4MLiabilities$18.7K
Contributions & income
Employer contributions$560.5K
Participant contributions$1.2M
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Sedona Group Retirement Plan
Participants per plan205Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Sedona Group Retirement Plan$15.4M
    Plan #001 · 310 participants · 2023
  2. 2
    The Sedona Group Ltd. Medical Plannot reported in the loaded dataset
    Plan #512 · 153 participants · 2023
  3. 3
    The Sedona Group Ltd. Ancillary Plannot reported in the loaded dataset
    Plan #513 · 152 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Sedona Group, Ltd.. Open one for its full reported snapshot.

  1. 2023
    The Sedona Group Ltd. Ancillary Plan152 participants · 2No schedules
    View filing →
  2. 2023
    The Sedona Group Ltd. Medical Plan153 participants · 2No schedules
    View filing →
  3. 2023
    The Sedona Group Retirement Plan310 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Sedona Group, Ltd. report on Form 5500?
The Sedona Group, Ltd. (EIN 83-2397719) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Sedona Group, Ltd.?
The Employer Identification Number (EIN) reported for The Sedona Group, Ltd. is 83-2397719.
What is the latest Form 5500 filing year for The Sedona Group, Ltd.?
The latest loaded Form 5500 filing year for The Sedona Group, Ltd. is 2023.

Related Form 5500 pages