2023 Form 5500 filing — The Sefa Group, Inc. 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 20240924142934NAL0013128929001) for The Sefa Group, Inc. Profit Sharing Plan, reported by The Sefa Group, Inc. under EIN 58-1265568 and plan number 001. It reports 580 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)$0Reported net assets
Participants580
Provider compensation$41.6K4 Schedule C row(s)$41,552
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924142934NAL0013128929001
- Plan sponsor
- The Sefa Group, Inc.
- EIN
- 58-1265568
- Plan number
- 001
- Location
- Lexington, SC
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $929,656
- Participant contributions
- $1,849,607
- Total income / additions
- $6,350,541
- Benefits paid
- $10,627,087
- Administrative expenses
- $41,553
- Total expenses
- $10,668,640
- Net increase / (decrease)
- -$4,318,099
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Longleaf Advisory Services LLC | ADVISOR | $25,246 | not reported in the loaded dataset |
| Bauknight Pietras & Stormer, P.A. | ACCOUNTANT/AUDITOR | $12,780 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | ADVISOR | $11,838 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$8,312 | $0 |