Plan5500

Ssa Group, LLC 401(K) Plan — Form 5500 plan (Ssa Group, LLC)

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, Ssa Group, LLC 401(K) Plan is a benefit plan reported by Ssa Group, LLC under EIN 93-0996528 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,475 participants and $16,072,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ssa Group, LLC
EIN
93-0996528
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
1,475
End-of-year plan assets
$16,072,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,475H, C20241014070810NAL0025643249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,072,351
Total liabilities (EOY)
$91
Net assets (EOY)
$16,072,260
Net assets (BOY)
$12,832,480

Income & contributions

Employer contributions
$257,851
Participant contributions
$1,719,527
Total contributions
$2,015,432
Total income / additions
$4,426,394

Expenses & distributions

Benefits paid
$835,238
Administrative expenses
$139,628
Total expenses
$1,186,614
Net increase / (decrease)
$3,239,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nationwide FinancialCUSTODIAN$81,074$02023
Legacy Benefit ServicesTPA$29,387not reported in the loaded dataset2023
Cambridge Investment ResearchINVESTMENT ADVISOR$0$26,8732023
Tbs Agency, IncINVESTMENT ADVISOR$0$1,7942023
Nationwide Trust Company FsbAFFILIATE OF RECORDKEEPE$500not reported in the loaded dataset2023

Related Form 5500 pages