2023 Form 5500 filing — Seamon, Whiteside And Associates, Inc. Profit Sharing 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 20250709103632NAL0007981136001) for Seamon, Whiteside And Associates, Inc. Profit Sharing 401(K) Plan, reported by Seamon Whiteside & Associates, Inc. under EIN 57-0807412 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709103632NAL0007981136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seamon Whiteside & Associates, Inc.
- EIN
- 57-0807412
- Plan number
- 001
- Location
- Mt. Pleasant, SC
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,347,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,347,448
- Employer contributions
- $524,763
- Participant contributions
- $1,775,013
- Total income / additions
- $6,409,431
- Benefits paid
- $522,011
- Administrative expenses
- $86,939
- Total expenses
- $608,950
- Net increase / (decrease)
- $5,800,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Partners, LLC | INVESTMENT ADVISOR | $38,722 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $33,441 | $0 |
| Global Retirement Partners LLC | ADVISOR | $14,776 | not reported in the loaded dataset |