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, Serge Global, Inc. Discretionary Contribution Retirement Plan is a benefit plan reported by Serge Global, Inc. under EIN 23-2223692 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $11,674,804 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,674,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,674,804
- Net assets (BOY)
- $9,509,215
Income & contributions
- Employer contributions
- $936,925
- Participant contributions
- $365,861
- Total contributions
- $1,441,100
- Total income / additions
- $3,150,473
Expenses & distributions
- Benefits paid
- $950,287
- Administrative expenses
- $34,597
- Total expenses
- $984,884
- Net increase / (decrease)
- $2,165,589