2023 Form 5500 filing — Southeast Pet 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 20241007110306NAL0015967217001) for Southeast Pet 401(K) Profit Sharing Plan, reported by Seaco National Corp. Dba Southeast Pet under EIN 58-1478160 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007110306NAL0015967217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seaco National Corp. Dba Southeast Pet
- EIN
- 58-1478160
- Plan number
- 001
- Location
- Austell, GA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,000,312
- Total liabilities (EOY)
- $68,296
- Net assets (EOY)
- $3,932,016
- Employer contributions
- $90,000
- Participant contributions
- $326,940
- Total income / additions
- $1,089,384
- Benefits paid
- $398,650
- Administrative expenses
- $42,763
- Total expenses
- $441,413
- Net increase / (decrease)
- $647,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmnt Co | INVESTMENT ADVISORY | $18,059 | not reported in the loaded dataset |
| Cbiz Mhm LLC | AUDIT | $10,500 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | RECORDKEEPER | $9,745 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,459 | $0 |