Sema 401(K) Savings Plan — Form 5500 plan (Specialty Equipment Market Association)
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, Sema 401(K) Savings Plan is a benefit plan reported by Specialty Equipment Market Association under EIN 95-2544340 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $35,987,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Equipment Market Association
- EIN
- 95-2544340
- Plan number
- 002
- Plan type
- 2
- Location
- Diamond Bar, CA
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $35,987,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20250414102912NAL0001685169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,987,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,987,377
- Net assets (BOY)
- $33,323,225
Income & contributions
- Employer contributions
- $1,148,254
- Participant contributions
- $1,337,185
- Total contributions
- $2,555,314
- Total income / additions
- $6,982,993
Expenses & distributions
- Benefits paid
- $4,227,468
- Administrative expenses
- $91,373
- Total expenses
- $4,318,841
- Net increase / (decrease)
- $2,664,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISORY | $20,000 | not reported in the loaded dataset | 2023 |
| National Benefit Services, LLC | TPA | $0 | $16,231 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $10,674 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,164 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialty Equipment Market Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Diamond Bar, CA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation