2023 Form 5500 filing — Seven Counties Services Retirement Savings 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 20241119133637NAL0002394929001) for Seven Counties Services Retirement Savings Plan, reported by Seven Counties Services under EIN 31-0939757 and plan number 001. It reports 1,538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241119133637NAL0002394929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seven Counties Services
- EIN
- 31-0939757
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 1,538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,462,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,462,855
- Employer contributions
- $2,068,210
- Participant contributions
- $3,306,989
- Total income / additions
- $11,718,757
- Benefits paid
- $3,635,021
- Administrative expenses
- $139,418
- Total expenses
- $3,770,014
- Net increase / (decrease)
- $7,948,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $139,418 | $0 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $0 | $24,618 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |