The Sefa Group, Inc. Profit Sharing Plan — Form 5500 plan (The Sefa 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, The Sefa Group, Inc. Profit Sharing Plan is a benefit plan reported by The Sefa Group, Inc. under EIN 58-1265568 and plan number 001. The latest loaded filing year is 2023. The filing reports 580 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants580Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$41.6K4 Schedule C provider row(s)$41,552
- Plan sponsor
- The Sefa Group, Inc.
- EIN
- 58-1265568
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, SC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 580 | H, C | 20240924142934NAL0013128929001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $21,599,664
Income & contributions
- Employer contributions
- $929,656
- Participant contributions
- $1,849,607
- Total contributions
- $2,995,049
- Total income / additions
- $6,350,541
Expenses & distributions
- Benefits paid
- $10,627,087
- Administrative expenses
- $41,553
- Total expenses
- $10,668,640
- Net increase / (decrease)
- -$4,318,099
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Benefits paid ÷ total income167%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Longleaf Advisory Services LLC | ADVISOR | $25,246 | not reported in the loaded dataset | 2023 |
| Bauknight Pietras & Stormer, P.A. | ACCOUNTANT/AUDITOR | $12,780 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | ADVISOR | $11,838 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$8,312 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Sefa Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Lexington, SC
- Longleaf Advisory Services LLC — Schedule C compensation
- Bauknight Pietras & Stormer, P.A. — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation