Southeastern Archaeological Research, Inc. 401(K) Plan — Form 5500 plan (Southeastern Archaeological Research, 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, Southeastern Archaeological Research, Inc. 401(K) Plan is a benefit plan reported by Southeastern Archaeological Research, Inc. under EIN 59-3215370 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $11,975,812 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12MPlan net assets, end of year$11,973,470
Participants309Covered participants reported
Assets / participant$38.8KComputed: assets ÷ participants$38,757 (computed)
Provider compensation$103.9K5 Schedule C provider row(s)$103,912
- Plan sponsor
- Southeastern Archaeological Research, Inc.
- EIN
- 59-3215370
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 309 | H, C | 20241213123952NAL0010420963001 |
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.
Reported balance (end of year)$12M total assets
Net assets$12MLiabilities$2.3K
Full reported line items
Net assets
- Total assets (EOY)
- $11,975,812
- Total liabilities (EOY)
- $2,342
- Net assets (EOY)
- $11,973,470
- Net assets (BOY)
- $9,715,158
Income & contributions
- Employer contributions
- $713,950
- Participant contributions
- $815,974
- Total contributions
- $1,599,425
- Total income / additions
- $3,109,889
Expenses & distributions
- Benefits paid
- $781,737
- Administrative expenses
- $69,840
- Total expenses
- $851,577
- Net increase / (decrease)
- $2,258,312
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.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,492 | $0 | 2023 |
| Madison Avenue Securities | BROKER ADVISER | $0 | $34,073 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,799 | not reported in the loaded dataset | 2023 |
| Cri Tpa Services, LLC | TPA | $7,474 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $5,074 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeastern Archaeological Research, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Madison Avenue Securities — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Cri Tpa Services, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation