2023 Form 5500 filing — Sebert Landscaping Company 401(K) Profit Sharing Plan And Trust
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 20241014081947NAL0025714241001) for Sebert Landscaping Company 401(K) Profit Sharing Plan And Trust, reported by Sebert Landscaping Company under EIN 36-4359042 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081947NAL0025714241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sebert Landscaping Company
- EIN
- 36-4359042
- Plan number
- 001
- Location
- Bartlett, IL
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,007,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,007,875
- Employer contributions
- $184,011
- Participant contributions
- $372,843
- Total income / additions
- $1,284,932
- Benefits paid
- $155,111
- Administrative expenses
- $19,402
- Total expenses
- $187,220
- Net increase / (decrease)
- $1,097,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,103 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $4,424 | not reported in the loaded dataset |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $875 | not reported in the loaded dataset |