Sgh Profit Sharing & 401(K) Plan And Trust — Form 5500 plan (Simpson Gumpertz & Heger Inc.)
Plain-English plan 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, Sgh Profit Sharing & 401(K) Plan And Trust is a benefit plan reported by Simpson Gumpertz & Heger Inc. under EIN 04-2256923 and plan number 001. The latest loaded filing year is 2023. The filing reports 999 participants and $397,086,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Simpson Gumpertz & Heger Inc.
- EIN
- 04-2256923
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 999
- End-of-year plan assets
- $397,086,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 999 | H, C | 20241009093453NAL0018098769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $397,086,946
- Net assets (EOY)
- $397,086,946
- Net assets (BOY)
- $330,407,921
Income & contributions
- Employer contributions
- $13,985,425
- Participant contributions
- $6,531,814
- Total contributions
- $21,285,549
- Total income / additions
- $81,777,332
Expenses & distributions
- Benefits paid
- $14,895,747
- Administrative expenses
- $202,560
- Total expenses
- $15,098,307
- Net increase / (decrease)
- $66,679,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $107,433 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Signature Estate & Investment | NONE | $10,393 | not reported in the loaded dataset | 2023 |
| Parker Brown & Macaulay P. C. | NONE | $6,945 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $322 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Simpson Gumpertz & Heger Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Signature Estate & Investment — Schedule C compensation
- Parker Brown & Macaulay P. C. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation