Plan5500

Marvin M Siegel Cpa Pc — 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, Marvin M Siegel Cpa Pc (EIN 36-2940635) is a plan sponsor located in Wilmette, IL with 1 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
36-2940635
Location
Wilmette, IL
Loaded plans
1
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 Marvin M Siegel Cpa Pc

  • 1 loaded plans hold $4.2M in reported assets.
  • The largest, Marvin M Siegel Cpa Pc Profit Sharing Plan And Tru, holds 100% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,213,463
Total reported assets$4.2M$4,213,463
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities—
Contributions & income
Employer contributions$10K
Participant contributionsNot reported
Total income / additions$704K
Expenses & distributions
Benefits paid / distributions$88.1K
Total expenses$88.5K
Net increase / (decrease)$615.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Marvin M Siegel Cpa Pc Profit Sharing Plan And Tru
Participants per plan8Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Marvin M Siegel Cpa Pc Profit Sharing Plan And Tru$4.2M
    Plan #001 · 8 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 Marvin M Siegel Cpa Pc. Open one for its full reported snapshot.

  1. 2023
    Marvin M Siegel Cpa Pc Profit Sharing Plan And Tru8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Marvin M Siegel Cpa Pc report on Form 5500?
Marvin M Siegel Cpa Pc (EIN 36-2940635) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Marvin M Siegel Cpa Pc?
The Employer Identification Number (EIN) reported for Marvin M Siegel Cpa Pc is 36-2940635.
What is the latest Form 5500 filing year for Marvin M Siegel Cpa Pc?
The latest loaded Form 5500 filing year for Marvin M Siegel Cpa Pc is 2023.

Related Form 5500 pages