2023 Form 5500 filing — Security First Managers LLC 401(K) Profit Sharing Plan And Trust
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 20241014175130NAL0028023169001) for Security First Managers LLC 401(K) Profit Sharing Plan And Trust, reported by Security First Managers LLC under EIN 75-3176413 and plan number 001. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175130NAL0028023169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security First Managers LLC
- EIN
- 75-3176413
- Plan number
- 001
- Location
- Ormond Beach, FL
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,704,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,704,934
- Employer contributions
- $868,928
- Participant contributions
- $1,837,552
- Total income / additions
- $5,211,636
- Benefits paid
- $2,161,129
- Administrative expenses
- $94,821
- Total expenses
- $2,270,703
- Net increase / (decrease)
- $2,940,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | NONE | $75,676 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $19,145 | $0 |