Semersky Enterprises 401(K) Plan — Form 5500 plan (Semersky Enterprises)
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, Semersky Enterprises 401(K) Plan is a benefit plan reported by Semersky Enterprises under EIN 36-2914777 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $10,512,490 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.5MPlan net assets, end of year$10,512,490
Participants379Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,737 (computed)
Provider compensation$46.6K2 Schedule C provider row(s)$46,582
- Plan sponsor
- Semersky Enterprises
- EIN
- 36-2914777
- Plan number
- 001
- Plan type
- 2
- Location
- Highland Park, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20241015091616NAL0027923297001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $10,512,490
- Net assets (EOY)
- $10,512,490
- Net assets (BOY)
- $8,085,889
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,317,411
- Total contributions
- $1,353,175
- Total income / additions
- $2,899,660
Expenses & distributions
- Benefits paid
- $426,477
- Administrative expenses
- $46,582
- Total expenses
- $473,059
- Net increase / (decrease)
- $2,426,601
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Ins. Oper. Com | RECORDKEEPER | $24,374 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | ADVISOR | $22,208 | not reported in the loaded dataset | 2023 |