Seneca Holdings, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Seneca Holdings, 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, Seneca Holdings, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Seneca Holdings, LLC under EIN 94-3471520 and plan number 001. The latest loaded filing year is 2023. The filing reports 693 participants and $28,466,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seneca Holdings, LLC
EIN
94-3471520
Plan number
001
Plan type
2
Location
Salamanca, NY
Latest filing year
2023
Participants
693
End-of-year plan assets
$28,466,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023693H, C20240909075403NAL0002258691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,466,619
Total liabilities (EOY)
$46
Net assets (EOY)
$28,466,573
Net assets (BOY)
$18,916,000

Income & contributions

Employer contributions
$1,800,659
Participant contributions
$4,290,540
Total contributions
$8,307,717
Total income / additions
$12,229,165

Expenses & distributions

Benefits paid
$2,564,348
Administrative expenses
$114,244
Total expenses
$2,678,592
Net increase / (decrease)
$9,550,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial ServicesRIA$50,180not reported in the loaded dataset2023
Global Retirement Partners LLCRIA$7,719not reported in the loaded dataset2023

Related Form 5500 pages