Seer Team Retirement Plan — Form 5500 plan (The New Equation Limited Liability Company Dba Seer Interactive)
Plain-English plan 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, Seer Team Retirement Plan is a benefit plan reported by The New Equation Limited Liability Company Dba Seer Interactive under EIN 03-0512205 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $8,456,024 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The New Equation Limited Liability Company Dba Seer Interactive
- EIN
- 03-0512205
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $8,456,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20240903155603NAL0041755282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,456,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,456,024
- Net assets (BOY)
- $5,801,812
Income & contributions
- Employer contributions
- $497,220
- Participant contributions
- $1,150,012
- Total contributions
- $1,669,042
- Total income / additions
- $2,928,038
Expenses & distributions
- Benefits paid
- $267,266
- Administrative expenses
- $6,560
- Total expenses
- $273,826
- Net increase / (decrease)
- $2,654,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Delaware Valley Retirement, Inc. | RECORDKEEPER | $5,125 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $5,110 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The New Equation Limited Liability Company Dba Seer Interactive
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Delaware Valley Retirement, Inc. — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation