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, Sewell Family Of Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sewell Family Of Companies, Inc. under EIN 75-0715754 and plan number 001. The latest loaded filing year is 2023. The filing reports 484 participants and $15,143,636 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,143,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,143,636
- Net assets (BOY)
- $11,232,313
Income & contributions
- Participant contributions
- $1,279,880
- Total contributions
- $1,459,247
- Total income / additions
- $3,512,584
Expenses & distributions
- Benefits paid
- $836,830
- Administrative expenses
- $8,068
- Total expenses
- $845,805
- Net increase / (decrease)
- $2,666,779