2023 Form 5500 filing — Septagon Construction Company 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726135341NAL0016085233001) for Septagon Construction Company 401(K) Profit Sharing Plan, reported by Septagon Construction Company under EIN 43-1234876 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726135341NAL0016085233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Septagon Construction Company
- EIN
- 43-1234876
- Plan number
- 001
- Location
- Sedalia, MO
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,396,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,396,067
- Employer contributions
- $237,753
- Participant contributions
- $713,979
- Total income / additions
- $2,524,327
- Benefits paid
- $1,276,654
- Administrative expenses
- $35,540
- Total expenses
- $1,312,194
- Net increase / (decrease)
- $1,212,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Ktrade Alliance, LLC | RECORDKEEPER | $21,216 | not reported in the loaded dataset |
| Demars Pension Consulting Services | ADMINISTRATIVE FEE | $10,324 | not reported in the loaded dataset |
| Steffes Financial, Ltd. | INVESTMENT MANGER | $4,000 | not reported in the loaded dataset |