Plan5500

Sgl Carbon, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sgl Carbon, LLC (EIN 13-0796973) is a plan sponsor located in Charlotte, NC with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-0796973
Location
Charlotte, NC
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sgl Carbon, LLC

  • 4 loaded plans hold $170.7M in reported assets.
  • The largest, Sgl Carbon, LLC Retirement And Savings Plan, holds 62% of this company's reported plan assets.
  • Plans cover 2,685 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$170.7MSummed across loaded plans$170,712,073
Total reported assets$170.7M$170,712,073
Total reported participants2.7K2,685
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$170.7M total assets
Net assets$170.7MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$4.1M
Total income / additions$27M
Expenses & distributions
Benefits paid / distributions$17.7M
Total expenses$17.8M
Net increase / (decrease)$9.2M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Sgl Carbon, LLC Retirement And Savings Plan
Participants per plan671Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sgl Carbon, LLC Retirement And Savings Plan$105.4M
    Plan #190 · 1,038 participants · 2023
  2. 2
    Sgl Group Us Retirement Plan$65.4M
    Plan #182 · 663 participants · 2023
  3. 3
    Sgl Carbon, LLC And Subsidiaries Health And Welfare Plan For Employeesnot reported in the loaded dataset
    Plan #515 · 689 participants · 2023
  4. 4
    Sgl Carbon, LLC And Subsidiaries Health And Welfare Plan For Retireesnot reported in the loaded dataset
    Plan #516 · 295 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sgl Carbon, LLC. Open one for its full reported snapshot.

  1. 2023
    Sgl Carbon, LLC And Subsidiaries Health And Welfare Plan For Retirees295 participants · 2No schedules
    View filing →
  2. 2023
    Sgl Carbon, LLC And Subsidiaries Health And Welfare Plan For Employees689 participants · 2No schedules
    View filing →
  3. 2023
    Sgl Group Us Retirement Plan663 participants · 2Sch HSch C
    View filing →
  4. 2023
    Sgl Carbon, LLC Retirement And Savings Plan1,038 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sgl Carbon, LLC report on Form 5500?
Sgl Carbon, LLC (EIN 13-0796973) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sgl Carbon, LLC?
The Employer Identification Number (EIN) reported for Sgl Carbon, LLC is 13-0796973.
What is the latest Form 5500 filing year for Sgl Carbon, LLC?
The latest loaded Form 5500 filing year for Sgl Carbon, LLC is 2023.

Related Form 5500 pages