Security First Managers LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Security First Managers 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, Security First Managers LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Security First Managers LLC under EIN 75-3176413 and plan number 001. The latest loaded filing year is 2023. The filing reports 547 participants and $16,704,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Security First Managers LLC
- EIN
- 75-3176413
- Plan number
- 001
- Plan type
- 2
- Location
- Ormond Beach, FL
- Latest filing year
- 2023
- Participants
- 547
- End-of-year plan assets
- $16,704,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 547 | H, C | 20241014175130NAL0028023169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,704,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,704,934
- Net assets (BOY)
- $13,764,001
Income & contributions
- Employer contributions
- $868,928
- Participant contributions
- $1,837,552
- Total contributions
- $2,839,922
- Total income / additions
- $5,211,636
Expenses & distributions
- Benefits paid
- $2,161,129
- Administrative expenses
- $94,821
- Total expenses
- $2,270,703
- Net increase / (decrease)
- $2,940,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | NONE | $75,676 | not reported in the loaded dataset | 2023 |
| Minnesota Life Insurance Company | NONE | $19,145 | $0 | 2023 |