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, Sargent & Greenleaf Retirement Plan is a benefit plan reported by Sargent & Greenleaf, Inc. under EIN 61-0982551 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $5,536,242 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,536,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,536,242
- Net assets (BOY)
- $4,815,458
Income & contributions
- Employer contributions
- $221,647
- Participant contributions
- $508,889
- Total contributions
- $973,382
- Total income / additions
- $1,767,039
Expenses & distributions
- Benefits paid
- $1,028,654
- Administrative expenses
- $22,394
- Total expenses
- $1,046,255
- Net increase / (decrease)
- $720,784