Retirement plan

SEYI-AMERICA, INC. 401(K) PROFIT SHARING PLAN

Name: SEYI-AMERICA, INC. - SEYI-AMERICA, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SEYI-AMERICA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEYI-AMERICA, INC. 401(K) PROFIT SHARING PLAN, SEYI-AMERICA, INC.

SEYI-AMERICA, INC.EIN 95-4779715Plan #001PY 2025

17534 VON KARMAN AVENUE - IRVINE, CA 92614949-387-7668LinkedIn11-50 employeesmachinery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.3M

+27.6% from 2024

Total participants

+4.5% from 2024

Average account balance

$185,224

+13.4% from 2024

Annual return

15.77%

-7.84 pp from 2024

Benchmarks

See 18,217 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,217 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$185K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$309K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.77%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$185,224

$178,174+4.0%

$156,181+18.6%

$137,256+34.9%

Participation rate

76.2%

82.0%-5.8pp

78.8%-2.6pp

80.0%-3.8pp

Annual return

15.77%

84.19%-68.4pp

64.87%-49.1pp

220.34%-204.6pp

Employer contribution / active EE

$3,418

$4,972-31.2%

$4,294-20.4%

$4,156-17.8%

Participant deferral / active EE

$11,276

$6,888+63.7%

$6,132+83.9%

$6,407+76.0%

Admin fee / account holder

$17,404-100.0%

$14,586-100.0%

$12,270-100.0%

SEYI-AMERICA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SEYI-AMERICA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion