2023 Form 5500 filing — Jefferies Financial Group Inc. Savings And 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 20241014110108NAL0025989825001) for Jefferies Financial Group Inc. Savings And Retirement Plan, reported by Jefferies Financial Group Inc. under EIN 13-2615557 and plan number 002. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$83.6MReported net assets$83,639,978
Participants560
Provider compensation$2.6K1 Schedule C row(s)$2,580
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014110108NAL0025989825001
- Plan sponsor
- Jefferies Financial Group Inc.
- EIN
- 13-2615557
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$83.6M total assets
Net assets$83.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $83,639,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,639,978
- Employer contributions
- $806,747
- Participant contributions
- $2,791,050
- Total income / additions
- $18,010,248
- Benefits paid
- $4,635,570
- Administrative expenses
- $2,584
- Total expenses
- $4,681,393
- Net increase / (decrease)
- $13,328,855
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1