C.J. Segerstrom & Sons 401(K) Savings & Investment Plan — Form 5500 plan (C. J. Segerstrom & Sons)
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, C.J. Segerstrom & Sons 401(K) Savings & Investment Plan is a benefit plan reported by C. J. Segerstrom & Sons under EIN 95-1877493 and plan number 002. The latest loaded filing year is 2023. The filing reports 441 participants and $66,292,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. J. Segerstrom & Sons
- EIN
- 95-1877493
- Plan number
- 002
- Plan type
- 3
- Location
- Costa Mesa, CA
- Latest filing year
- 2023
- Participants
- 441
- End-of-year plan assets
- $66,292,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 441 | H, C | 20241002151228NAL0004965651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,292,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,292,349
- Net assets (BOY)
- $58,121,708
Income & contributions
- Employer contributions
- $1,826,738
- Participant contributions
- $2,195,489
- Total contributions
- $4,218,730
- Total income / additions
- $14,167,321
Expenses & distributions
- Benefits paid
- $5,918,762
- Administrative expenses
- $294
- Total expenses
- $5,996,680
- Net increase / (decrease)
- $8,170,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,663 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,369 | $0 | 2023 |