How big is Southeast Financial Services, Inc.'s plan?

Southeast Financial Services, Inc.'s plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250618011709NAL0002982368001

Southeast Financial Services, Inc.

Name: Southeast Financial Services, Inc. — Southeast, Form 5500 (2024)
Creator: Southeast Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeast Financial Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Southeast Financial Services, Inc.'s Southeast Financial Services, Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Southeast Financial Services, Inc.'s EIN is 56-1736044.

EIN 56-1736044

Plan number 001

Plan year 2024

ACK ID 20250618011709NAL0002982368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southeast Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHEAST FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score