Southeast Pet 401(K) Profit Sharing Plan — Form 5500 plan (Seaco National Corp. Dba Southeast Pet)
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, Southeast Pet 401(K) Profit Sharing Plan is a benefit plan reported by Seaco National Corp. Dba Southeast Pet under EIN 58-1478160 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $4,000,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seaco National Corp. Dba Southeast Pet
- EIN
- 58-1478160
- Plan number
- 001
- Plan type
- 2
- Location
- Austell, GA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $4,000,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241007110306NAL0015967217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,000,312
- Total liabilities (EOY)
- $68,296
- Net assets (EOY)
- $3,932,016
- Net assets (BOY)
- $3,284,045
Income & contributions
- Employer contributions
- $90,000
- Participant contributions
- $326,940
- Total contributions
- $563,423
- Total income / additions
- $1,089,384
Expenses & distributions
- Benefits paid
- $398,650
- Administrative expenses
- $42,763
- Total expenses
- $441,413
- Net increase / (decrease)
- $647,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmnt Co | INVESTMENT ADVISORY | $18,059 | not reported in the loaded dataset | 2023 |
| Cbiz Mhm LLC | AUDIT | $10,500 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | RECORDKEEPER | $9,745 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $4,459 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seaco National Corp. Dba Southeast Pet
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Austell, GA
- Northwestern Mutual Wealth Mgmnt Co — Schedule C compensation
- Cbiz Mhm LLC — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation