Southeastern 401(K) Plan — Form 5500 plan (Southeastern Construction & Maintenance, 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, Southeastern 401(K) Plan is a benefit plan reported by Southeastern Construction & Maintenance, Inc. under EIN 59-1381065 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $7,603,887 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.6MPlan net assets, end of year$7,603,887
Participants248Covered participants reported
Assets / participant$30.7KComputed: assets ÷ participants$30,661 (computed)
Provider compensation$42.6K2 Schedule C provider row(s)$42,625
- Plan sponsor
- Southeastern Construction & Maintenance, Inc.
- EIN
- 59-1381065
- Plan number
- 002
- Plan type
- 2
- Location
- Mulberry, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20241015065808NAL0046857120001 |
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,603,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,603,887
- Net assets (BOY)
- $6,339,616
Income & contributions
- Employer contributions
- $79,795
- Participant contributions
- $545,185
- Total contributions
- $624,980
- Total income / additions
- $1,846,693
Expenses & distributions
- Benefits paid
- $512,609
- Administrative expenses
- $42,625
- Total expenses
- $582,422
- Net increase / (decrease)
- $1,264,271
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.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chas P Smith & Associates Pa Cpas | ADVISOR | $27,980 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,645 | not reported in the loaded dataset | 2023 |