Setco Inc. 401(K) Plan — Form 5500 plan (Setco, 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, Setco Inc. 401(K) Plan is a benefit plan reported by Setco, Inc. under EIN 65-1192335 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $3,353,893 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Setco, Inc.
EIN
65-1192335
Plan number
001
Plan type
2
Location
Idabel, OK
Latest filing year
2023
Participants
174
End-of-year plan assets
$3,353,893

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241003141549NAL0005770947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,353,893
Total liabilities (EOY)
$87
Net assets (EOY)
$3,353,806
Net assets (BOY)
$2,340,166

Income & contributions

Employer contributions
$274,148
Participant contributions
$614,466
Total contributions
$888,614
Total income / additions
$1,341,661

Expenses & distributions

Benefits paid
$280,578
Administrative expenses
$47,443
Total expenses
$328,021
Net increase / (decrease)
$1,013,640

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insur. & Annuity CoCONTRACT ADMINISTRATOR$47,443not reported in the loaded dataset2023
Arvest Wealth ManagementSERVICE PROVIDER$0$13,7892023
Erisa Services Midwest, LLCTPA$0$11,7522023

Related Form 5500 pages