Department of Labor filing

SEAMON WHITESIDE & ASSOCIATES, INC.

SEAMON, WHITESIDE AND ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jul 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

28filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$2,373

Reported employer contributions per active participant.

Higher than about 36% of comparable plans

#People in the filing

234

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$441 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 8% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202428out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions36th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense8th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, SEAMON WHITESIDE & ASSOCIATES, INC. reported $555,382 in employer contributions across the plan and 234 active participants. That works out to $2,373 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 16.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 16.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context28/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $555,382
Participant contributions: $1,917,821
Other contributions: $179,219
Employer share of reported contributions: 22.5%
Beginning assets: $19,347,448
Ending assets: $22,729,466
Ending net assets: $22,729,466
Ending liabilities: $0
Total income: $5,255,301
Total expenses: $1,873,283
Administrative expenses: $104,943
Participant loans: $50,860

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,040

2023

$2,637

2024

$2,373

Plan-paid administrative expenses per participant

2022

$378

2023

$418

2024

$441

Active participants

2022

174

2023

199

2024

234

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,373	234	22.7M	20260713091932NAL0003565633001
2023	$2,637	199	19.3M	20250709103632NAL0007981136001
2022	$2,040	174	13.5M	20240625160952NAL0004800163001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 570807412-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1985
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260713091932NAL0003565633001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗