2023 Form 5500 filing — The Solomon-Page Group, LLC 401(K) Savings 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 20241015145638NAL0028840577001) for The Solomon-Page Group, LLC 401(K) Savings Plan, reported by The Solomon-Page Group, LLC under EIN 13-4149443 and plan number 001. It reports 872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145638NAL0028840577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Solomon-Page Group, LLC
- EIN
- 13-4149443
- Plan number
- 001
- Location
- New York, NY
- Participants
- 872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,733,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,733,808
- Employer contributions
- $443,582
- Participant contributions
- $3,872,181
- Total income / additions
- $10,874,853
- Benefits paid
- $2,209,129
- Administrative expenses
- $111,679
- Total expenses
- $2,481,797
- Net increase / (decrease)
- $8,393,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,679 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $48,577 |