Charles Seligman Distributing Co. Savings & Retirement Plan — Form 5500 plan (Chas Seligman Distributing Co., 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, Charles Seligman Distributing Co. Savings & Retirement Plan is a benefit plan reported by Chas Seligman Distributing Co., Inc. under EIN 61-0674124 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $14,757,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chas Seligman Distributing Co., Inc.
- EIN
- 61-0674124
- Plan number
- 001
- Plan type
- 2
- Location
- Walton, KY
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $14,757,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | I | 20241002123623NAL0016553922001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,757,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,757,641
- Net assets (BOY)
- $12,680,325
Income & contributions
- Employer contributions
- $301,854
- Participant contributions
- $514,652
- Total income / additions
- $3,262,898
Expenses & distributions
- Benefits paid
- $1,182,312
- Administrative expenses
- $2,935
- Total expenses
- $1,185,582
- Net increase / (decrease)
- $2,077,316
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.