Sev1tech, LLC 401(K) Plan — Form 5500 plan (Sev1tech, 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, Sev1tech, LLC 401(K) Plan is a benefit plan reported by Sev1tech, LLC under EIN 27-2015706 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,372 participants and $102,356,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sev1tech, LLC
- EIN
- 27-2015706
- Plan number
- 001
- Plan type
- 2
- Location
- Woodbridge, VA
- Latest filing year
- 2023
- Participants
- 1,372
- End-of-year plan assets
- $102,356,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,372 | H, C | 20241009095846NAL0009088499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,356,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,356,145
- Net assets (BOY)
- $86,329,744
Income & contributions
- Employer contributions
- $3,508,022
- Participant contributions
- $9,423,166
- Total contributions
- $14,127,346
- Total income / additions
- $29,875,135
Expenses & distributions
- Benefits paid
- $13,604,517
- Administrative expenses
- $256,250
- Total expenses
- $13,848,734
- Net increase / (decrease)
- $16,026,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $105,294 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $100,755 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,298 | not reported in the loaded dataset | 2023 |
| Aprio Llp | ACCOUNTANT | $18,334 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | ADVISOR | $9,569 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sev1tech, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Woodbridge, VA
- Commonwealth Financial Network — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation