Seven Counties Services Retirement Savings Plan — Form 5500 plan (Seven Counties Services)
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, Seven Counties Services Retirement Savings Plan is a benefit plan reported by Seven Counties Services under EIN 31-0939757 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,538 participants and $42,462,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seven Counties Services
- EIN
- 31-0939757
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 1,538
- End-of-year plan assets
- $42,462,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,538 | H, C | 20241119133637NAL0002394929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,462,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,462,855
- Net assets (BOY)
- $34,011,878
Income & contributions
- Employer contributions
- $2,068,210
- Participant contributions
- $3,306,989
- Total contributions
- $5,573,329
- Total income / additions
- $11,718,757
Expenses & distributions
- Benefits paid
- $3,635,021
- Administrative expenses
- $139,418
- Total expenses
- $3,770,014
- Net increase / (decrease)
- $7,948,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $139,418 | $0 | 2023 |
| Shepherd Financial Investment Advis | INVESTMENT ADVISORY | $0 | $24,618 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seven Counties Services
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Principal Life Insurance Company — Schedule C compensation
- Shepherd Financial Investment Advis — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation