Sebert Landscaping Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Sebert Landscaping Company)
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, Sebert Landscaping Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Sebert Landscaping Company under EIN 36-4359042 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $5,007,875 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sebert Landscaping Company
- EIN
- 36-4359042
- Plan number
- 001
- Plan type
- 2
- Location
- Bartlett, IL
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $5,007,875
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241014081947NAL0025714241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,007,875
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,007,875
- Net assets (BOY)
- $3,910,163
Income & contributions
- Employer contributions
- $184,011
- Participant contributions
- $372,843
- Total contributions
- $556,854
- Total income / additions
- $1,284,932
Expenses & distributions
- Benefits paid
- $155,111
- Administrative expenses
- $19,402
- Total expenses
- $187,220
- Net increase / (decrease)
- $1,097,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,103 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $4,424 | not reported in the loaded dataset | 2023 |
| Shore Tompkins Actuarial Resources | CONTRACT ADMIN | $875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sebert Landscaping Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bartlett, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Shore Tompkins Actuarial Resources — Schedule C compensation