Sentinel Benefits Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sentinel Benefits Group, Inc. (EIN 04-3015875) is a plan sponsor located in Wakefield, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3015875
Location
Wakefield, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$59,405,620
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$59,405,620

Contributions & income

Employer contributions
$784,501
Participant contributions
$2,484,277
Total income / additions
$12,213,568

Expenses & distributions

Benefits paid / distributions
$1,452,123
Total expenses
$1,462,929
Net increase / (decrease)
$10,750,639

Coverage

Total reported participants
535
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Sentinel Benefits Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sentinel Benefits Group, Inc. Profit Sharing & 401(K) Trust001313$59,405,6202023
Sentinel Benefits Group, Inc. Section 125 Plan502222not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sentinel Benefits Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Sentinel Benefits Group, Inc. Section 125 Plan22220240531073441NAL0007590451001
2023Sentinel Benefits Group, Inc. Profit Sharing & 401(K) Trust313H, C20241010071812NAL0020624321001

Related Form 5500 pages