2023 Form 5500 filing — Sellers, Dorsey & Associates, LLC 401(K) 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 20241015194110NAL0030780897010) for Sellers, Dorsey & Associates, LLC 401(K) Plan, reported by Sellers, Dorsey & Associates, LLC under EIN 25-1874383 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194110NAL0030780897010
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sellers, Dorsey & Associates, LLC
- EIN
- 25-1874383
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,395,901
- Net assets (EOY)
- $19,395,901
- Employer contributions
- $918,951
- Participant contributions
- $1,887,276
- Total income / additions
- $6,437,773
- Benefits paid
- $1,052,164
- Administrative expenses
- $59,890
- Total expenses
- $1,112,054
- Net increase / (decrease)
- $5,325,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securian Financial Services | INVESTMENT ADVISORY | $28,397 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $19,557 | not reported in the loaded dataset |
| Cetera Investment Advisors | INVESTMENT ADVISORY | $10,448 | not reported in the loaded dataset |