2023 Form 5500 filing — Southeastern Archaeological Research, 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 20241213123952NAL0010420963001) for Southeastern Archaeological Research, Inc. 401(K) Plan, reported by Southeastern Archaeological Research, Inc. under EIN 59-3215370 and plan number 001. It reports 309 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)$12MReported net assets$11,973,470
Participants309
Provider compensation$103.9K5 Schedule C row(s)$103,912
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241213123952NAL0010420963001
- Plan sponsor
- Southeastern Archaeological Research, Inc.
- EIN
- 59-3215370
- Plan number
- 001
- Location
- Orlando, 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)$12M total assets
Net assets$12MLiabilities$2.3K
Full reported line items
- Total assets (EOY)
- $11,975,812
- Total liabilities (EOY)
- $2,342
- Net assets (EOY)
- $11,973,470
- Employer contributions
- $713,950
- Participant contributions
- $815,974
- Total income / additions
- $3,109,889
- Benefits paid
- $781,737
- Administrative expenses
- $69,840
- Total expenses
- $851,577
- Net increase / (decrease)
- $2,258,312
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,492 | $0 |
| Madison Avenue Securities | BROKER ADVISER | $0 | $34,073 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,799 | not reported in the loaded dataset |
| Cri Tpa Services, LLC | TPA | $7,474 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $5,074 | not reported in the loaded dataset |