Plan5500

The Employees' 401(K) Plan Of Southeast Region — Form 5500 plan (Feist Consulting 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, The Employees' 401(K) Plan Of Southeast Region is a benefit plan reported by Feist Consulting LLC under EIN 81-3271808 and plan number 001. The latest loaded filing year is 2023. The filing reports 740 participants and $3,305,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Feist Consulting LLC
EIN
81-3271808
Plan number
001
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
740
End-of-year plan assets
$3,305,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023740H, C20241015124930NAL0028475761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,305,083
Total liabilities (EOY)
$0
Net assets (EOY)
$3,305,083
Net assets (BOY)
$0

Income & contributions

Participant contributions
$191,147
Total contributions
$333,064
Total income / additions
$524,004

Expenses & distributions

Benefits paid
$1,115,800
Administrative expenses
$2,519
Total expenses
$1,124,727
Net increase / (decrease)
-$600,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$46,693not reported in the loaded dataset2023
Lion Street Financial, LLCINVESTMENT ADVISOR$0$23,9452023
Nfp Corporate Services (Pa), Inc.TPA$325$8,0002023

Related Form 5500 pages