Plan5500

Sees Group, LLC 401(K) Plan — Form 5500 plan (Sees Group, 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, Sees Group, LLC 401(K) Plan is a benefit plan reported by Sees Group, LLC under EIN 81-5205153 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $18,690,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sees Group, LLC
EIN
81-5205153
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
482
End-of-year plan assets
$18,690,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H, C20241011171609NAL0022414737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,690,190
Total liabilities (EOY)
$0
Net assets (EOY)
$18,690,190
Net assets (BOY)
$14,851,510

Income & contributions

Employer contributions
$612,664
Participant contributions
$1,276,358
Total contributions
$1,993,778
Total income / additions
$4,744,328

Expenses & distributions

Benefits paid
$815,539
Administrative expenses
$90,109
Total expenses
$905,648
Net increase / (decrease)
$3,838,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISOR$45,218not reported in the loaded dataset2023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$31,834not reported in the loaded dataset2023
Erisa Services IncCONTRACT ADMIN$14,720not reported in the loaded dataset2023

Related Form 5500 pages