2023 Form 5500 filing — The Segal Group Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002090306NAL0008565121001) for The Segal Group Profit Sharing Plan, reported by The Segal Group, Inc. under EIN 06-0839113 and plan number 004. It reports 1,684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090306NAL0008565121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Segal Group, Inc.
- EIN
- 06-0839113
- Plan number
- 004
- Location
- New York, NY
- Participants
- 1,684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $531,826,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,826,999
- Employer contributions
- $5,863,521
- Participant contributions
- $15,363,851
- Total income / additions
- $103,468,419
- Benefits paid
- $34,595,663
- Administrative expenses
- $31,375
- Total expenses
- $34,644,244
- Net increase / (decrease)
- $68,824,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,375 | $0 |