Seedorff 401(K) Savings Plan — Form 5500 plan (Seedorff Holdings, Inc.)
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, Seedorff 401(K) Savings Plan is a benefit plan reported by Seedorff Holdings, Inc. under EIN 27-1707104 and plan number 003. The latest loaded filing year is 2023. The filing reports 288 participants and $20,532,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seedorff Holdings, Inc.
- EIN
- 27-1707104
- Plan number
- 003
- Plan type
- 2
- Location
- Strawberry Point, IA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $20,532,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20240809114236NAL0006321505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,532,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,532,053
- Net assets (BOY)
- $18,702,510
Income & contributions
- Employer contributions
- $144,911
- Participant contributions
- $742,228
- Total contributions
- $887,139
- Total income / additions
- $3,808,070
Expenses & distributions
- Benefits paid
- $1,932,994
- Administrative expenses
- $45,533
- Total expenses
- $1,978,527
- Net increase / (decrease)
- $1,829,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $37,997 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Wealth Advisor | AUDITOR | $5,250 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,286 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seedorff Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Strawberry Point, IA
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation