Sg360 Savings Plan — Form 5500 plan (Sg360)

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, Sg360 Savings Plan is a benefit plan reported by Sg360 under EIN 36-2324752 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,040 participants and $82,739,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sg360
EIN
36-2324752
Plan number
002
Plan type
2
Location
Wheeling, IL
Latest filing year
2023
Participants
1,040
End-of-year plan assets
$82,739,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,040H, C20241011151011NAL0012668179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,739,782
Total liabilities (EOY)
$0
Net assets (EOY)
$82,739,782
Net assets (BOY)
$73,390,278

Income & contributions

Employer contributions
$1,893,126
Participant contributions
$4,808,214
Total contributions
$6,770,482
Total income / additions
$18,165,122

Expenses & distributions

Benefits paid
$8,644,654
Administrative expenses
$166,849
Total expenses
$8,815,618
Net increase / (decrease)
$9,349,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$163,396$02023
Nfp Retirement IncSERVICE PROVIDER$0$84,8272023

Related Form 5500 pages