2023 Form 5500 filing — Spring Education Group 401(K) Retirement 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 20241008164200NAL0018003697001) for Spring Education Group 401(K) Retirement Plan, reported by Seg Inc. under EIN 22-2465204 and plan number 003. It reports 7,513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008164200NAL0018003697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seg Inc.
- EIN
- 22-2465204
- Plan number
- 003
- Location
- West Chester, PA
- Participants
- 7,513
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,338,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,338,798
- Employer contributions
- $5,476,183
- Participant contributions
- $20,248,659
- Total income / additions
- $54,042,928
- Benefits paid
- $13,123,544
- Administrative expenses
- $438,746
- Total expenses
- $13,564,495
- Net increase / (decrease)
- $40,478,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $363,698 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $60,485 | not reported in the loaded dataset |
| Torrillo & Associates, LLC | NONE | $10,490 | not reported in the loaded dataset |