2023 Form 5500 filing — The Employees' 401(K) Plan Of Southeast Region
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 20241015124930NAL0028475761001) for The Employees' 401(K) Plan Of Southeast Region, reported by Feist Consulting LLC under EIN 81-3271808 and plan number 001. It reports 740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124930NAL0028475761001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Feist Consulting LLC
- EIN
- 81-3271808
- Plan number
- 001
- Location
- New York, NY
- Participants
- 740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,305,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,305,083
- Participant contributions
- $191,147
- Total income / additions
- $524,004
- Benefits paid
- $1,115,800
- Administrative expenses
- $2,519
- Total expenses
- $1,124,727
- Net increase / (decrease)
- -$600,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $46,693 | not reported in the loaded dataset |
| Lion Street Financial, LLC | INVESTMENT ADVISOR | $0 | $23,945 |
| Nfp Corporate Services (Pa), Inc. | TPA | $325 | $8,000 |