Sellers, Dorsey & Associates, LLC 401(K) Plan — Form 5500 plan (Sellers, Dorsey & Associates, LLC)
Plain-English plan 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, Sellers, Dorsey & Associates, LLC 401(K) Plan is a benefit plan reported by Sellers, Dorsey & Associates, LLC under EIN 25-1874383 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $19,395,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sellers, Dorsey & Associates, LLC
- EIN
- 25-1874383
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $19,395,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241015194110NAL0030780897010 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,395,901
- Net assets (EOY)
- $19,395,901
- Net assets (BOY)
- $14,070,182
Income & contributions
- Employer contributions
- $918,951
- Participant contributions
- $1,887,276
- Total contributions
- $3,382,155
- Total income / additions
- $6,437,773
Expenses & distributions
- Benefits paid
- $1,052,164
- Administrative expenses
- $59,890
- Total expenses
- $1,112,054
- Net increase / (decrease)
- $5,325,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securian Financial Services | INVESTMENT ADVISORY | $28,397 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $19,557 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors | INVESTMENT ADVISORY | $10,448 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sellers, Dorsey & Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Securian Financial Services — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Cetera Investment Advisors — Schedule C compensation