2023 Form 5500 filing — Seligman Group 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 20241015200049NAL0029554545001) for Seligman Group Retirement Plan, reported by Pentegra Services, Inc. under EIN 13-3745616 and plan number 008. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$13.2MReported net assets$13,203,810
Participants183
Provider compensation$96.3K4 Schedule C row(s)$96,345
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015200049NAL0029554545001
- Plan sponsor
- Pentegra Services, Inc.
- EIN
- 13-3745616
- Plan number
- 008
- Location
- White Plains, 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)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,203,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,203,810
- Employer contributions
- $543,855
- Participant contributions
- $1,013,464
- Total income / additions
- $3,304,900
- Benefits paid
- $390,015
- Administrative expenses
- $91,804
- Total expenses
- $481,819
- Net increase / (decrease)
- $2,823,081
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $35,000 | not reported in the loaded dataset |
| Capital Asset Advisory Services, Ll | INVESTMENT ADVISOR | $33,831 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,963 | $0 |
| Great Lakes Pension Ass. Inc | CONTRACT ADMIN | $5,551 | not reported in the loaded dataset |