Setex, Inc. Tax Deferred Savings Plan And Trust — Form 5500 plan (Setex, 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, Setex, Inc. Tax Deferred Savings Plan And Trust is a benefit plan reported by Setex, Inc. under EIN 34-1570556 and plan number 001. The latest loaded filing year is 2023. The filing reports 485 participants and $52,442,526 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Setex, Inc.
EIN
34-1570556
Plan number
001
Plan type
2
Location
Saint Marys, OH
Latest filing year
2023
Participants
485
End-of-year plan assets
$52,442,526

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023485H, C20241022081518NAL0001336243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,442,526
Total liabilities (EOY)
$0
Net assets (EOY)
$52,442,526
Net assets (BOY)
$48,346,798

Income & contributions

Employer contributions
$1,160,243
Participant contributions
$1,855,891
Total contributions
$3,030,101
Total income / additions
$10,224,700

Expenses & distributions

Benefits paid
$6,038,895
Administrative expenses
$77,243
Total expenses
$6,128,972
Net increase / (decrease)
$4,095,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncADVISOR$45,985not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,258$02023

Related Form 5500 pages