2023 Form 5500 filing — Schlesinger Global, LLC 401(K) 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 20241015142915NAL0014843251001) for Schlesinger Global, LLC 401(K) Profit Sharing Plan, reported by Schlesinger Central Processing Services, LLC under EIN 75-3247757 and plan number 001. It reports 813 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015142915NAL0014843251001
Filing year
2023
Form type
2
Plan sponsor
Schlesinger Central Processing Services, LLC
EIN
75-3247757
Plan number
001
Location
Iselin, NJ
Participants
813
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,857,888
Total liabilities (EOY)
$212,694
Net assets (EOY)
$23,645,194
Employer contributions
$695,821
Participant contributions
$2,330,152
Total income / additions
$6,658,341
Benefits paid
$1,431,031
Administrative expenses
$120,108
Total expenses
$1,552,638
Net increase / (decrease)
$5,105,703
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life InsuranceCONTRACT ADMINISTRATOR$118,172$0
Bleakley Financial Group, LLCINVESTMENT ADVISORY$0$76,583
Benefit Plans Administrative ServicCONTRACT ADMINISTRATOR$2,220$9,964

Related Form 5500 pages