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 4,952 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort4,952 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

$254,759-27.3%

$216,567-14.5%

$198,609-6.7%

Participation rate

76.2%

84.5%-8.3pp

81.6%-5.5pp

82.4%-6.2pp

Annual return

15.77%

10.04%+5.7pp

12.94%+2.8pp

202.70%-186.9pp

Employer contribution / active EE

$3,418

$6,096-43.9%

$5,216-34.5%

$5,055-32.4%

Participant deferral / active EE

$11,276

$6,948+62.3%

$6,191+82.1%

$6,977+61.6%

Admin fee / account holder

$26,311-100.0%

$21,981-100.0%

$19,030-100.0%

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