Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Security Risk Advisors Intl, 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 Risk Advisors Intl, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Security Risk Advisors Intl, LLC under EIN 84-4034514 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $15,050,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Security Risk Advisors Intl, LLC
EIN
84-4034514
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
188
End-of-year plan assets
$15,050,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20240731073458NAL0012509187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,050,209
Total liabilities (EOY)
$0
Net assets (EOY)
$15,050,209
Net assets (BOY)
$11,389,396

Income & contributions

Employer contributions
$768,253
Participant contributions
$1,746,867
Total contributions
$2,525,238
Total income / additions
$4,789,504

Expenses & distributions

Benefits paid
$1,095,715
Administrative expenses
$32,976
Total expenses
$1,128,691
Net increase / (decrease)
$3,660,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$32,976$02023
Ausdal Financial Partners IncADVISOR$0$30,7792023

Related Form 5500 pages