Plan5500

Seneca Medical Employee Stock Ownership Plan And Trust — Form 5500 plan (Seneca Medical Holdings, 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, Seneca Medical Employee Stock Ownership Plan And Trust is a benefit plan reported by Seneca Medical Holdings, Inc. under EIN 81-0816640 and plan number 002. The latest loaded filing year is 2023. The filing reports 615 participants and $35,947,770 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seneca Medical Holdings, Inc.
EIN
81-0816640
Plan number
002
Plan type
2
Location
Tiffin, OH
Latest filing year
2023
Participants
615
End-of-year plan assets
$35,947,770

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023615H, C20250918072009NAL0000539587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,947,770
Total liabilities (EOY)
$214,533
Net assets (EOY)
$35,733,237
Net assets (BOY)
$38,826,423

Income & contributions

Total contributions
$0
Total income / additions
$82,349

Expenses & distributions

Benefits paid
$3,098,195
Administrative expenses
$77,340
Total expenses
$3,175,535
Net increase / (decrease)
-$3,093,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$53,873not reported in the loaded dataset2023
Empire ValuationNONE$14,255not reported in the loaded dataset2023
Huntington National BankNONE$9,070not reported in the loaded dataset2023

Related Form 5500 pages