How big is Southeast Financial Group's plan?

Southeast Financial Group's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250611071053NAL0015720769001

Southeast Financial Group

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

Form 5500-SF

FILING_RECEIVED

Southeast Financial Group Inc. 401(k) Plan

401(k) retirement plan · Southeast Financial Group's Southeast Financial Group Inc. 401(k) Plan held $2.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Southeast Financial Group's EIN is 56-2262322.

EIN 56-2262322

Plan number 002

Plan year 2024

ACK ID 20250611071053NAL0015720769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southeast Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off