2023 Form 5500 filing — Serge Global, Inc. Discretionary Contribution 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 20241011161508NAL0012744979001) for Serge Global, Inc. Discretionary Contribution Retirement Plan, reported by Serge Global, Inc. under EIN 23-2223692 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161508NAL0012744979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Serge Global, Inc.
- EIN
- 23-2223692
- Plan number
- 001
- Location
- Jenkintown, PA
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,674,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,674,804
- Employer contributions
- $936,925
- Participant contributions
- $365,861
- Total income / additions
- $3,150,473
- Benefits paid
- $950,287
- Administrative expenses
- $34,597
- Total expenses
- $984,884
- Net increase / (decrease)
- $2,165,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,747 | not reported in the loaded dataset |