Plan5500

Set Environmental, Inc. 401(K) Savings Plan — Form 5500 plan (Set Environmental, 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, Set Environmental, Inc. 401(K) Savings Plan is a benefit plan reported by Set Environmental, Inc. under EIN 36-3018246 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $36,531,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Set Environmental, Inc.
EIN
36-3018246
Plan number
001
Plan type
2
Location
Wheeling, IL
Latest filing year
2023
Participants
663
End-of-year plan assets
$36,531,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023663H, C20240826095443NAL0005410531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,531,225
Total liabilities (EOY)
$0
Net assets (EOY)
$36,531,225
Net assets (BOY)
$30,288,880

Income & contributions

Participant contributions
$3,316,658
Total contributions
$3,713,032
Total income / additions
$9,665,895

Expenses & distributions

Benefits paid
$3,274,435
Administrative expenses
$149,115
Total expenses
$3,423,550
Net increase / (decrease)
$6,242,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.N/A$82,145not reported in the loaded dataset2023
Sentinel Pension AdvisorsN/A$55,907not reported in the loaded dataset2023
Fidelity InvestmentsN/A$11,063not reported in the loaded dataset2023

Related Form 5500 pages