2023 Form 5500 filing — Sgh Profit Sharing & 401(K) Plan And Trust
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 20241009093453NAL0018098769001) for Sgh Profit Sharing & 401(K) Plan And Trust, reported by Simpson Gumpertz & Heger Inc. under EIN 04-2256923 and plan number 001. It reports 999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093453NAL0018098769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Simpson Gumpertz & Heger Inc.
- EIN
- 04-2256923
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $397,086,946
- Net assets (EOY)
- $397,086,946
- Employer contributions
- $13,985,425
- Participant contributions
- $6,531,814
- Total income / additions
- $81,777,332
- Benefits paid
- $14,895,747
- Administrative expenses
- $202,560
- Total expenses
- $15,098,307
- Net increase / (decrease)
- $66,679,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $107,433 | not reported in the loaded dataset |
| Global Retirement Partners LLC | NONE | $75,000 | not reported in the loaded dataset |
| Signature Estate & Investment | NONE | $10,393 | not reported in the loaded dataset |
| Parker Brown & Macaulay P. C. | NONE | $6,945 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $322 | $0 |