Seamon, Whiteside And Associates, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Seamon Whiteside & Associates, 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, Seamon, Whiteside And Associates, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Seamon Whiteside & Associates, Inc. under EIN 57-0807412 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $19,347,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seamon Whiteside & Associates, Inc.
- EIN
- 57-0807412
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Pleasant, SC
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $19,347,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20250709103632NAL0007981136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,347,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,347,448
- Net assets (BOY)
- $13,546,967
Income & contributions
- Employer contributions
- $524,763
- Participant contributions
- $1,775,013
- Total contributions
- $2,529,228
- Total income / additions
- $6,409,431
Expenses & distributions
- Benefits paid
- $522,011
- Administrative expenses
- $86,939
- Total expenses
- $608,950
- Net increase / (decrease)
- $5,800,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Partners, LLC | INVESTMENT ADVISOR | $38,722 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,441 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $14,776 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seamon Whiteside & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Mt. Pleasant, SC
- Financial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation