Seldin, LLC 401(K) Plan — Form 5500 plan (Seldin, 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, Seldin, LLC 401(K) Plan is a benefit plan reported by Seldin, LLC under EIN 47-0701273 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $15,755,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seldin, LLC
EIN
47-0701273
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
752
End-of-year plan assets
$15,755,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023752H, C20241008163420NAL0017046321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,755,823
Total liabilities (EOY)
$0
Net assets (EOY)
$15,755,823
Net assets (BOY)
$12,702,885

Income & contributions

Employer contributions
$817,477
Participant contributions
$1,834,546
Total contributions
$2,707,885
Total income / additions
$4,963,212

Expenses & distributions

Benefits paid
$1,811,796
Administrative expenses
$89,874
Total expenses
$1,910,274
Net increase / (decrease)
$3,052,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$52,424$02023
Lutz & Company, PcACCOUNTANT/AUDITOR$19,000not reported in the loaded dataset2023
Gallagher Fiduciary Advisors LLCADVISOR$18,451not reported in the loaded dataset2023

Related Form 5500 pages