Seligman Group Retirement Plan — Form 5500 plan (Pentegra Services, 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, Seligman Group Retirement Plan is a benefit plan reported by Pentegra Services, Inc. under EIN 13-3745616 and plan number 008. The latest loaded filing year is 2023. The filing reports 183 participants and $13,203,810 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.2MPlan net assets, end of year$13,203,810
Participants183Covered participants reported
Assets / participant$72.2KComputed: assets ÷ participants$72,152 (computed)
Provider compensation$96.3K4 Schedule C provider row(s)$96,345
- Plan sponsor
- Pentegra Services, Inc.
- EIN
- 13-3745616
- Plan number
- 008
- Plan type
- 3
- Location
- White Plains, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241015200049NAL0029554545001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,203,810
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,203,810
- Net assets (BOY)
- $10,380,729
Income & contributions
- Employer contributions
- $543,855
- Participant contributions
- $1,013,464
- Total contributions
- $1,565,313
- Total income / additions
- $3,304,900
Expenses & distributions
- Benefits paid
- $390,015
- Administrative expenses
- $91,804
- Total expenses
- $481,819
- Net increase / (decrease)
- $2,823,081
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $35,000 | not reported in the loaded dataset | 2023 |
| Capital Asset Advisory Services, Ll | INVESTMENT ADVISOR | $33,831 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,963 | $0 | 2023 |
| Great Lakes Pension Ass. Inc | CONTRACT ADMIN | $5,551 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pentegra Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Pentegra Services Inc — Schedule C compensation
- Capital Asset Advisory Services, Ll — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Great Lakes Pension Ass. Inc — Schedule C compensation