2023 Form 5500 filing — Seedorff 401(K) Savings 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 20240809114236NAL0006321505001) for Seedorff 401(K) Savings Plan, reported by Seedorff Holdings, Inc. under EIN 27-1707104 and plan number 003. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240809114236NAL0006321505001
Filing year
2023
Form type
2
Plan sponsor
Seedorff Holdings, Inc.
EIN
27-1707104
Plan number
003
Location
Strawberry Point, IA
Participants
288
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,532,053
Total liabilities (EOY)
$0
Net assets (EOY)
$20,532,053
Employer contributions
$144,911
Participant contributions
$742,228
Total income / additions
$3,808,070
Benefits paid
$1,932,994
Administrative expenses
$45,533
Total expenses
$1,978,527
Net increase / (decrease)
$1,829,543
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$37,997not reported in the loaded dataset
Clifton Larson Allen Wealth AdvisorAUDITOR$5,250not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$2,286$0

Related Form 5500 pages