Original filing (PDF)20230922141539NAL0009697826001

S. E., INC.

Name: S. E., INC. — EMPLOYEE BENEFIT PLAN OF S. E., INC., Form 5500 (2022)
Creator: S. E., INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF S. E., INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S. E., INC..

Plan sponsor

Name

S. E., INC.

EIN

59-1712028

Address

6448 PINECASTLE BLVD · ORLANDO, FL · 328096682

Phone

(407) 859-9317

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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