2023 Form 5500 filing — Setex, Inc. Tax Deferred Savings 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 20241022081518NAL0001336243001) for Setex, Inc. Tax Deferred Savings Plan And Trust, reported by Setex, Inc. under EIN 34-1570556 and plan number 001. It reports 485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022081518NAL0001336243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Setex, Inc.
- EIN
- 34-1570556
- Plan number
- 001
- Location
- Saint Marys, OH
- Participants
- 485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,442,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,442,526
- Employer contributions
- $1,160,243
- Participant contributions
- $1,855,891
- Total income / additions
- $10,224,700
- Benefits paid
- $6,038,895
- Administrative expenses
- $77,243
- Total expenses
- $6,128,972
- Net increase / (decrease)
- $4,095,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $45,985 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,258 | $0 |