2023 Form 5500 filing — Set Environmental, Inc. 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 20240826095443NAL0005410531001) for Set Environmental, Inc. 401(K) Savings Plan, reported by Set Environmental, Inc. under EIN 36-3018246 and plan number 001. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826095443NAL0005410531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Set Environmental, Inc.
- EIN
- 36-3018246
- Plan number
- 001
- Location
- Wheeling, IL
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,531,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,531,225
- Participant contributions
- $3,316,658
- Total income / additions
- $9,665,895
- Benefits paid
- $3,274,435
- Administrative expenses
- $149,115
- Total expenses
- $3,423,550
- Net increase / (decrease)
- $6,242,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | N/A | $82,145 | not reported in the loaded dataset |
| Sentinel Pension Advisors | N/A | $55,907 | not reported in the loaded dataset |
| Fidelity Investments | N/A | $11,063 | not reported in the loaded dataset |