Sebastian Enterprises, Inc. Prevailing Wage 401(K) Profit Sharing Plan — Form 5500 plan (Sebastian Enterprises, 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, Sebastian Enterprises, Inc. Prevailing Wage 401(K) Profit Sharing Plan is a benefit plan reported by Sebastian Enterprises, Inc. under EIN 77-0073615 and plan number 003. The latest loaded filing year is 2023. The filing reports 202 participants and $6,852,578 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sebastian Enterprises, Inc.
EIN
77-0073615
Plan number
003
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
202
End-of-year plan assets
$6,852,578

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241010181626NAL0036674688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,852,578
Total liabilities (EOY)
$0
Net assets (EOY)
$6,852,578
Net assets (BOY)
$6,546,131

Income & contributions

Employer contributions
$570,273
Participant contributions
$54,830
Total contributions
$651,004
Total income / additions
$1,713,747

Expenses & distributions

Benefits paid
$1,339,689
Administrative expenses
$28,291
Total expenses
$1,367,980
Net increase / (decrease)
$345,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bridgewealth Advisory GroupRIA$15,327not reported in the loaded dataset2023
T. Rowe PriceRECORDKEEPER$6,711not reported in the loaded dataset2023
Peery & Associates, Inc.TPA$6,252not reported in the loaded dataset2023

Related Form 5500 pages