401(k)
2024 plan-year 401(k) DOL Form 5500

Sean and Stephanie Investments 401(k) Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sean and Stephanie Investments Inc. · Georgia · Finance & Insurance

What the 2023 filing shows

Sean and Stephanie Investments 401(k) Trust holds N/A for N/A participants.

N/A
total plan assets (2024 EOY)
N/A
covered participants
Total Assets (2023)
N/A
Participants
N/A
State
Industry
Finance & Insurance

What the Filing Says About Sean and Stephanie Investments 401(k) Trust

Sean and Stephanie Investments 401(k) Trust is a 401(k) retirement plan sponsored by Sean and Stephanie Investments Inc., headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers N/A participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 331524226, and the plan has been effective since 2024-10-22. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN331524226
Plan Effective Date2024-10-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Sean and Stephanie Investments 401(k) Trust?
As of the 2024 Form 5500 filing, Sean and Stephanie Investments 401(k) Trust holds N/A in total assets with N/A participants. It is sponsored by Sean and Stephanie Investments Inc..
What type of plan is Sean and Stephanie Investments 401(k) Trust?
Sean and Stephanie Investments 401(k) Trust is a 401(k) plan. It has been effective since 2024-10-22. The plan is filed with the U.S. Department of Labor under EIN 331524226.
Who sponsors the Sean and Stephanie Investments 401(k) Trust?
Sean and Stephanie Investments 401(k) Trust is sponsored by Sean and Stephanie Investments Inc., located in Georgia. The sponsor's EIN is 331524226 and the plan operates in the Finance & Insurance industry.
How did Sean and Stephanie Investments 401(k) Trust perform in 2024?
Sean and Stephanie Investments 401(k) Trust held N/A in total assets at the end of 2024.
Where can I find official filings for Sean and Stephanie Investments 401(k) Trust?
Official Form 5500 filings for Sean and Stephanie Investments 401(k) Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 331524226 or plan name at efast.dol.gov.
How does Sean and Stephanie Investments 401(k) Trust compare to other plans?
You can compare Sean and Stephanie Investments 401(k) Trust against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 331524226.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.