2023 Form 5500 filing — Sebastian Enterprises, Inc. 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 20241010181456NAL0036671856001) for Sebastian Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Sebastian Enterprises, Inc. under EIN 77-0073615 and plan number 002. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010181456NAL0036671856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sebastian Enterprises, Inc.
- EIN
- 77-0073615
- Plan number
- 002
- Location
- Kerman, CA
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,107,066
- Total liabilities (EOY)
- $372
- Net assets (EOY)
- $16,106,694
- Employer contributions
- $326,279
- Participant contributions
- $579,663
- Total income / additions
- $3,154,278
- Benefits paid
- $1,066,056
- Administrative expenses
- $62,659
- Total expenses
- $1,128,715
- Net increase / (decrease)
- $2,025,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bridgewealth Advisory Group | RIA | $33,946 | not reported in the loaded dataset |
| T. Rowe Price | RECORDKEEPER | $14,864 | not reported in the loaded dataset |
| Peery & Associates, Inc. | TPA | $13,847 | not reported in the loaded dataset |