Seravalli Financial Group, Inc. 401k Profit Sharing Plan — Form 5500 plan (Seravalli Financial Group, 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, Seravalli Financial Group, Inc. 401k Profit Sharing Plan is a benefit plan reported by Seravalli Financial Group, Inc. under EIN 23-2527474 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $11,509,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seravalli Financial Group, Inc.
- EIN
- 23-2527474
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 335
- End-of-year plan assets
- $11,509,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 335 | H, C | 20240912073206NAL0008183937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,509,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,509,652
- Net assets (BOY)
- $9,434,521
Income & contributions
- Employer contributions
- $259,722
- Participant contributions
- $533,179
- Total contributions
- $792,901
- Total income / additions
- $2,146,533
Expenses & distributions
- Benefits paid
- $33,767
- Administrative expenses
- $37,635
- Total expenses
- $71,402
- Net increase / (decrease)
- $2,075,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,870 | $0 | 2023 |
| Tfs Securities Inc | INVESTMENT ADVISORY | $0 | $27,012 | 2023 |
| The Mandmarblestone Group LLC | CONTRACT ADMINISTRATOR | $765 | $4,902 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seravalli Financial Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Principal Life Insurance Company — Schedule C compensation
- Tfs Securities Inc — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation