Sowell Financial Services LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sowell Financial Services LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $23,710 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $23,710
- Reported indirect compensation
- $0
- Total reported compensation
- $23,710
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Birch Tree Communities, Inc. | AR | 1 | $18,017 |
| Southern California Permanente Medical Group | CA | 1 | $5,693 |
State footprint
Plans reporting Sowell Financial Services LLC are sponsored in AR (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Birch Tree Communities, Inc. | Birch Tree Communities, Inc. 401(K) Profit Sharing Plan | 2023 | $18,017 | $0 |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $5,693 | not reported in the loaded dataset |