Sbg Investment Group Retirement Plan — Form 5500 plan (Sbg Investment Group, 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, Sbg Investment Group Retirement Plan is a benefit plan reported by Sbg Investment Group, Inc. under EIN 84-3829723 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $176,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sbg Investment Group, Inc.
- EIN
- 84-3829723
- Plan number
- 001
- Plan type
- 2
- Location
- Pinellas Park, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $176,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240528194854NAL0022831794001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $176,891
- Net assets (EOY)
- $176,891
- Net assets (BOY)
- $276,888
Income & contributions
- Total income / additions
- -$99,997
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$99,997
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.