2023 Form 5500 filing — Searcy, Denney Et Al. 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 20250429103019NAL0000573328001) for Searcy, Denney Et Al. 401(K) Profit Sharing Plan, reported by Searcy Denney Scarola Barnhart & Shipley, Pa under EIN 59-1720203 and plan number 003. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429103019NAL0000573328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Searcy Denney Scarola Barnhart & Shipley, Pa
- EIN
- 59-1720203
- Plan number
- 003
- Location
- West Palm Beach, FL
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,547,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,547,882
- Employer contributions
- $2,908,346
- Participant contributions
- $898,993
- Total income / additions
- $11,485,093
- Benefits paid
- $3,666,261
- Administrative expenses
- $130,734
- Total expenses
- $3,796,995
- Net increase / (decrease)
- $7,688,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pursuit Wealth Management | INVESTMENT MANAGER | $89,817 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $40,867 | $0 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 |
| Mscs Fin Services Div Of Broadridge | NONE | $0 | $0 |