Plan5500

Southeast Restoration Group Of Ga, Inc. 401(K) Plan — Form 5500 plan (Southeast Restoration Of Ga, Inc.)

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, Southeast Restoration Group Of Ga, Inc. 401(K) Plan is a benefit plan reported by Southeast Restoration Of Ga, Inc. under EIN 11-3737678 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $6,974,656 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeast Restoration Of Ga, Inc.
EIN
11-3737678
Plan number
001
Plan type
2
Location
Canton, GA
Latest filing year
2023
Participants
104
End-of-year plan assets
$6,974,656

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20241015131631NAL0028542145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,974,656
Total liabilities (EOY)
$2,546
Net assets (EOY)
$6,972,110
Net assets (BOY)
$5,067,766

Income & contributions

Employer contributions
$379,128
Participant contributions
$653,501
Total contributions
$1,168,787
Total income / additions
$2,188,361

Expenses & distributions

Benefits paid
$231,170
Administrative expenses
$35,697
Total expenses
$284,017
Net increase / (decrease)
$1,904,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$22,508not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,189not reported in the loaded dataset2023

Related Form 5500 pages