2023 Form 5500 filing — Seravalli Financial Group, Inc. 401k 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 20240912073206NAL0008183937001) for Seravalli Financial Group, Inc. 401k Profit Sharing Plan, reported by Seravalli Financial Group, Inc. under EIN 23-2527474 and plan number 001. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912073206NAL0008183937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seravalli Financial Group, Inc.
- EIN
- 23-2527474
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,509,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,509,652
- Employer contributions
- $259,722
- Participant contributions
- $533,179
- Total income / additions
- $2,146,533
- Benefits paid
- $33,767
- Administrative expenses
- $37,635
- Total expenses
- $71,402
- Net increase / (decrease)
- $2,075,131
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,870 | $0 |
| Tfs Securities Inc | INVESTMENT ADVISORY | $0 | $27,012 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $765 | $4,902 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |