401k Plan data: SOUTHEAST FINANCIAL ADVISORS, LLC 401(K) PLAN plan

SOUTHEAST FINANCIAL ADVISORS, LLC 401(K) PLAN 401k Plan overview

Plan Name	SOUTHEAST FINANCIAL ADVISORS, LLC 401(K) PLAN
Plan identification number	001

SOUTHEAST FINANCIAL ADVISORS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHEAST FINANCIAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEAST FINANCIAL ADVISORS, LLC

Employer identification number (EIN): 562112216

NAIC Classification: 523900

Additional information about SOUTHEAST FINANCIAL ADVISORS, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1779796

More information about SOUTHEAST FINANCIAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEAST FINANCIAL ADVISORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 BRIAN SMITH 2024-03-01 BRIAN SMITH 2024-03-01
001 2023-01-01 BRIAN SMITH 2024-03-01 BRIAN SMITH 2024-03-01
001 2022-01-01 BRIAN SMITH 2023-07-21 BRIAN SMITH 2023-07-21
001 2021-01-01 BRIAN SMITH 2022-07-26 BRIAN SMITH 2022-07-26
001 2020-01-01 BRIAN SMITH 2021-07-29 BRIAN SMITH 2021-07-29
001 2019-01-01 BRIAN SMITH 2020-07-28 BRIAN SMITH 2020-07-28
001 2018-01-01 BRIAN SMITH 2019-07-10 BRIAN SMITH 2019-07-10
001 2017-01-01 BRIAN SMITH 2018-10-04 BRIAN SMITH 2018-10-04
001 2017-01-01 BRIAN SMITH 2018-10-04
001 2016-01-01 BRIAN SMITH 2018-10-04
001 2015-01-01 BRIAN SMITH 2016-07-25 BRIAN SMITH 2016-07-25
001 2014-01-01 BRIAN SMITH 2015-07-29 BRIAN SMITH 2015-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	BRIAN SMITH	2024-03-01	BRIAN SMITH	2024-03-01
001	2023-01-01	BRIAN SMITH	2024-03-01	BRIAN SMITH	2024-03-01
001	2022-01-01	BRIAN SMITH	2023-07-21	BRIAN SMITH	2023-07-21
001	2021-01-01	BRIAN SMITH	2022-07-26	BRIAN SMITH	2022-07-26
001	2020-01-01	BRIAN SMITH	2021-07-29	BRIAN SMITH	2021-07-29
001	2019-01-01	BRIAN SMITH	2020-07-28	BRIAN SMITH	2020-07-28
001	2018-01-01	BRIAN SMITH	2019-07-10	BRIAN SMITH	2019-07-10
001	2017-01-01	BRIAN SMITH	2018-10-04	BRIAN SMITH	2018-10-04
001	2017-01-01			BRIAN SMITH	2018-10-04
001	2016-01-01	BRIAN SMITH	2018-10-04
001	2015-01-01	BRIAN SMITH	2016-07-25	BRIAN SMITH	2016-07-25
001	2014-01-01	BRIAN SMITH	2015-07-29	BRIAN SMITH	2015-07-29

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Company Name:	SOUTHEAST FINANCIAL ADVISORS, LLC
Employer identification number (EIN):	562112216
NAIC Classification:	523900

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1779796