Septagon Construction Company 401(K) Profit Sharing Plan — Form 5500 plan (Septagon Construction 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, Septagon Construction Company 401(K) Profit Sharing Plan is a benefit plan reported by Septagon Construction Company under EIN 43-1234876 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $11,396,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Septagon Construction Company
- EIN
- 43-1234876
- Plan number
- 001
- Plan type
- 2
- Location
- Sedalia, MO
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $11,396,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240726135341NAL0016085233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,396,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,396,067
- Net assets (BOY)
- $10,183,934
Income & contributions
- Employer contributions
- $237,753
- Participant contributions
- $713,979
- Total contributions
- $968,476
- Total income / additions
- $2,524,327
Expenses & distributions
- Benefits paid
- $1,276,654
- Administrative expenses
- $35,540
- Total expenses
- $1,312,194
- Net increase / (decrease)
- $1,212,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North American Ktrade Alliance, LLC | RECORDKEEPER | $21,216 | not reported in the loaded dataset | 2023 |
| Demars Pension Consulting Services | ADMINISTRATIVE FEE | $10,324 | not reported in the loaded dataset | 2023 |
| Steffes Financial, Ltd. | INVESTMENT MANGER | $4,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Septagon Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Sedalia, MO
- North American Ktrade Alliance, LLC — Schedule C compensation
- Demars Pension Consulting Services — Schedule C compensation
- Steffes Financial, Ltd. — Schedule C compensation