2023 Form 5500 filing — Southeastern 401(K) 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 20241015065808NAL0046857120001) for Southeastern 401(K) Plan, reported by Southeastern Construction & Maintenance, Inc. under EIN 59-1381065 and plan number 002. It reports 248 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)$7.6MReported net assets$7,603,887
Participants248
Provider compensation$42.6K2 Schedule C row(s)$42,625
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015065808NAL0046857120001
- Plan sponsor
- Southeastern Construction & Maintenance, Inc.
- EIN
- 59-1381065
- Plan number
- 002
- Location
- Mulberry, FL
- 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.
Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,603,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,603,887
- Employer contributions
- $79,795
- Participant contributions
- $545,185
- Total income / additions
- $1,846,693
- Benefits paid
- $512,609
- Administrative expenses
- $42,625
- Total expenses
- $582,422
- Net increase / (decrease)
- $1,264,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chas P Smith & Associates Pa Cpas | ADVISOR | $27,980 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,645 | not reported in the loaded dataset |