Security Risk Advisors Intl, LLC — 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, Security Risk Advisors Intl, LLC (EIN 84-4034514) is a plan sponsor located in Philadelphia, PA 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
84-4034514
Location
Philadelphia, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,050,209
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,050,209

Contributions & income

Employer contributions
$769,380
Participant contributions
$1,746,867
Total income / additions
$4,790,937

Expenses & distributions

Benefits paid / distributions
$999,633
Total expenses
$1,139,920
Net increase / (decrease)
$3,651,017

Coverage

Total reported participants
541
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Security Risk Advisors Intl, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan001188$15,050,2092023
Security Risk Advisors Intl, LLC Employee Benefit Plan502147$02023
Security Risk Advisors Intl, LLC Health And Welfare Benefit Plan501206not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Security Risk Advisors Intl, LLC
YearPlanParticipantsSchedulesFiling
2023Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan188H, C20240731073458NAL0012509187001
2023Security Risk Advisors Intl, LLC Health And Welfare Benefit Plan206C20260323140916NAL0001673040001
2023Security Risk Advisors Intl, LLC Employee Benefit Plan147I20260323141233NAL0002102067001

Related Form 5500 pages