Searcy, Denney Et Al. 401(K) Profit Sharing Plan — Form 5500 plan (Searcy Denney Scarola Barnhart & Shipley, Pa)
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, Searcy, Denney Et Al. 401(K) Profit Sharing Plan is a benefit plan reported by Searcy Denney Scarola Barnhart & Shipley, Pa under EIN 59-1720203 and plan number 003. The latest loaded filing year is 2023. The filing reports 209 participants and $65,547,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Searcy Denney Scarola Barnhart & Shipley, Pa
- EIN
- 59-1720203
- Plan number
- 003
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $65,547,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20250429103019NAL0000573328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,547,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,547,882
- Net assets (BOY)
- $57,859,784
Income & contributions
- Employer contributions
- $2,908,346
- Participant contributions
- $898,993
- Total contributions
- $3,990,632
- Total income / additions
- $11,485,093
Expenses & distributions
- Benefits paid
- $3,666,261
- Administrative expenses
- $130,734
- Total expenses
- $3,796,995
- Net increase / (decrease)
- $7,688,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pursuit Wealth Management | INVESTMENT MANAGER | $89,817 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $40,867 | $0 | 2023 |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 | 2023 |
| Mscs Fin Services Div Of Broadridge | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Searcy Denney Scarola Barnhart & Shipley, Pa
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Pursuit Wealth Management — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fin Services Div Of Broadridge — Schedule C compensation