Southeast Personnel Leasing Retirement Savings Plan — Form 5500 plan (Southeast Personnel Leasing, 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, Southeast Personnel Leasing Retirement Savings Plan is a benefit plan reported by Southeast Personnel Leasing, Inc. under EIN 59-3298197 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,769 participants and $40,037,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Personnel Leasing, Inc.
- EIN
- 59-3298197
- Plan number
- 333
- Plan type
- 3
- Location
- Holiday, FL
- Latest filing year
- 2023
- Participants
- 2,769
- End-of-year plan assets
- $40,037,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,769 | H, C | 20240821125107NAL0003918929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,037,136
- Net assets (EOY)
- $40,037,136
- Net assets (BOY)
- $31,255,746
Income & contributions
- Employer contributions
- $1,308,394
- Participant contributions
- $4,674,233
- Total contributions
- $6,249,954
- Total income / additions
- $11,430,024
Expenses & distributions
- Benefits paid
- $2,160,718
- Administrative expenses
- $211,120
- Total expenses
- $2,382,227
- Net increase / (decrease)
- $9,047,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $151,000 | $0 | 2023 |
| Mesirow Financial, Inc. | ADVISOR | $50,098 | not reported in the loaded dataset | 2023 |
| 360 Payroll Integration, Corp | CONSULTING | $10,021 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Personnel Leasing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Holiday, FL
- Transamerica Financial Life Ins. Co — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- 360 Payroll Integration, Corp — Schedule C compensation