Seton Home Study School 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Seton Home Study School)

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, Seton Home Study School 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Seton Home Study School under EIN 54-1536812 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $3,374,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seton Home Study School
EIN
54-1536812
Plan number
001
Plan type
2
Location
Front Royal, VA
Latest filing year
2023
Participants
179
End-of-year plan assets
$3,374,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241008161323NAL0017958865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,374,861
Total liabilities (EOY)
$0
Net assets (EOY)
$3,374,861
Net assets (BOY)
$2,952,810

Income & contributions

Employer contributions
$112,345
Participant contributions
$173,533
Total contributions
$285,878
Total income / additions
$733,622

Expenses & distributions

Benefits paid
$304,940
Administrative expenses
$6,429
Total expenses
$311,571
Net increase / (decrease)
$422,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Paychex, Inc.RECORDKEEPER$5,752not reported in the loaded dataset2023

Related Form 5500 pages