2023 Form 5500 filing — Seer Team Retirement 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 20240903155603NAL0041755282001) for Seer Team Retirement Plan, reported by The New Equation Limited Liability Company Dba Seer Interactive under EIN 03-0512205 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903155603NAL0041755282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The New Equation Limited Liability Company Dba Seer Interactive
- EIN
- 03-0512205
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,456,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,456,024
- Employer contributions
- $497,220
- Participant contributions
- $1,150,012
- Total income / additions
- $2,928,038
- Benefits paid
- $267,266
- Administrative expenses
- $6,560
- Total expenses
- $273,826
- Net increase / (decrease)
- $2,654,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Delaware Valley Retirement, Inc. | RECORDKEEPER | $5,125 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,110 | $0 |