2023 Form 5500 filing — Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731073458NAL0012509187001) for Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan, reported by Security Risk Advisors Intl, LLC under EIN 84-4034514 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.1MReported net assets$15,050,209
Participants188
Provider compensation$63.8K2 Schedule C row(s)$63,755
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731073458NAL0012509187001
- Plan sponsor
- Security Risk Advisors Intl, LLC
- EIN
- 84-4034514
- Plan number
- 001
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,050,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,050,209
- Employer contributions
- $768,253
- Participant contributions
- $1,746,867
- Total income / additions
- $4,789,504
- Benefits paid
- $1,095,715
- Administrative expenses
- $32,976
- Total expenses
- $1,128,691
- Net increase / (decrease)
- $3,660,813
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,976 | $0 |
| Ausdal Financial Partners Inc | ADVISOR | $0 | $30,779 |