Who sponsors the Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan?

Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan is reported as sponsored by Security Risk Advisors Intl, LLC (EIN 84-4034514, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan is 2023.

How many participants does Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan report?

Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan reports 188 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan?

Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan reports $15,050,209 in end-of-year plan assets in its latest loaded Form 5500 filing.

Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Security Risk Advisors Intl, LLC)

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, Security Risk Advisors Intl, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Security Risk Advisors Intl, LLC under EIN 84-4034514 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $15,050,209 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.1MPlan net assets, end of year$15,050,209

Participants188Covered participants reported

Assets / participant$80.1KComputed: assets ÷ participants$80,054 (computed)

Provider compensation$63.8K2 Schedule C provider row(s)$63,755

Plan sponsor: Security Risk Advisors Intl, LLC
EIN: 84-4034514
Plan number: 001
Plan type: 2
Location: Philadelphia, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	188	H, C	20240731073458NAL0012509187001

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)$15.1M total assets

Net assets$15.1MLiabilities$0

Money in vs. money out

Total income / additions$4.8M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$768.3K

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $15,050,209
Total liabilities (EOY): $0
Net assets (EOY): $15,050,209
Net assets (BOY): $11,389,396

Income & contributions

Employer contributions: $768,253
Participant contributions: $1,746,867
Total contributions: $2,525,238
Total income / additions: $4,789,504

Expenses & distributions

Benefits paid: $1,095,715
Administrative expenses: $32,976
Total expenses: $1,128,691
Net increase / (decrease): $3,660,813

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.

Contribution share (employer vs. participant)

31%69%

Employer 31%Participant 69%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income23%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$32,976	$0	2023
Ausdal Financial Partners Inc	ADVISOR	$0	$30,779	2023