2023 Form 5500 filing — Sema 401(K) 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 20250414102912NAL0001685169001) for Sema 401(K) Savings Plan, reported by Specialty Equipment Market Association under EIN 95-2544340 and plan number 002. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414102912NAL0001685169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Equipment Market Association
- EIN
- 95-2544340
- Plan number
- 002
- Location
- Diamond Bar, CA
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,987,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,987,377
- Employer contributions
- $1,148,254
- Participant contributions
- $1,337,185
- Total income / additions
- $6,982,993
- Benefits paid
- $4,227,468
- Administrative expenses
- $91,373
- Total expenses
- $4,318,841
- Net increase / (decrease)
- $2,664,152
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORY | $20,000 | not reported in the loaded dataset |
| National Benefit Services, LLC | TPA | $0 | $16,231 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $10,674 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $5,164 | not reported in the loaded dataset |