2023 Form 5500 filing — Southeast Personnel Leasing Retirement Savings 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 20240821125107NAL0003918929001) for Southeast Personnel Leasing Retirement Savings Plan, reported by Southeast Personnel Leasing, Inc. under EIN 59-3298197 and plan number 333. It reports 2,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821125107NAL0003918929001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southeast Personnel Leasing, Inc.
- EIN
- 59-3298197
- Plan number
- 333
- Location
- Holiday, FL
- Participants
- 2,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,037,136
- Net assets (EOY)
- $40,037,136
- Employer contributions
- $1,308,394
- Participant contributions
- $4,674,233
- Total income / additions
- $11,430,024
- Benefits paid
- $2,160,718
- Administrative expenses
- $211,120
- Total expenses
- $2,382,227
- Net increase / (decrease)
- $9,047,797
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. Co | RECORDKEEPER | $151,000 | $0 |
| Mesirow Financial, Inc. | ADVISOR | $50,098 | not reported in the loaded dataset |
| 360 Payroll Integration, Corp | CONSULTING | $10,021 | not reported in the loaded dataset |