2023 Form 5500 filing — Southeast Restoration Group Of Ga, Inc. 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 20241015131631NAL0028542145001) for Southeast Restoration Group Of Ga, Inc. 401(K) Plan, reported by Southeast Restoration Of Ga, Inc. under EIN 11-3737678 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131631NAL0028542145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeast Restoration Of Ga, Inc.
- EIN
- 11-3737678
- Plan number
- 001
- Location
- Canton, GA
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,974,656
- Total liabilities (EOY)
- $2,546
- Net assets (EOY)
- $6,972,110
- Employer contributions
- $379,128
- Participant contributions
- $653,501
- Total income / additions
- $2,188,361
- Benefits paid
- $231,170
- Administrative expenses
- $35,697
- Total expenses
- $284,017
- Net increase / (decrease)
- $1,904,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $22,508 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,189 | not reported in the loaded dataset |