The Segal Group Profit Sharing Plan — Form 5500 plan (The Segal Group, 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, The Segal Group Profit Sharing Plan is a benefit plan reported by The Segal Group, Inc. under EIN 06-0839113 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,684 participants and $531,826,999 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Segal Group, Inc.
EIN
06-0839113
Plan number
004
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,684
End-of-year plan assets
$531,826,999

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,684H, C20241002090306NAL0008565121001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$531,826,999
Total liabilities (EOY)
$0
Net assets (EOY)
$531,826,999
Net assets (BOY)
$463,002,824

Income & contributions

Employer contributions
$5,863,521
Participant contributions
$15,363,851
Total contributions
$22,430,119
Total income / additions
$103,468,419

Expenses & distributions

Benefits paid
$34,595,663
Administrative expenses
$31,375
Total expenses
$34,644,244
Net increase / (decrease)
$68,824,175

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cohnreznick LlpACCOUNTANT/AUDITOR$21,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,375$02023

Related Form 5500 pages