Plan5500

The Severn Group, Inc. — 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, The Severn Group, Inc. (EIN 55-0796211) is a plan sponsor located in Upper Marlboro, MA 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
55-0796211
Location
Upper Marlboro, MA
Loaded plans
2
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 The Severn Group, Inc.

  • 2 loaded plans hold $23.9M in reported assets.
  • The largest, The Severn Group Employee Stock Ownership Plan, holds 88% of this company's reported plan assets.
  • Plans cover 110 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$1.2MSummed across loaded plans-$1,218,594
Total reported assets$23.9M$23,888,868
Total reported participants110
Total reported liabilities$25.1M$25,107,462

Reported net position

Reported assets = net assets + liabilities (summed)$23.9M total assets
Net assets-$1.2MLiabilities$25.1M
Contributions & income
Employer contributions$1.6M
Participant contributions$441.5K
Total income / additions-$2.6M
Expenses & distributions
Benefits paid / distributions$20.9K
Total expenses$367.1K
Net increase / (decrease)-$3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets88%The Severn Group Employee Stock Ownership Plan
Participants per plan55Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Severn Group Employee Stock Ownership Plan$21.1M
    Plan #002 · 46 participants · 2023
  2. 2
    The Severn Group 401(K) Plan$2.8M
    Plan #001 · 64 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 The Severn Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    The Severn Group 401(K) Plan64 participants · 2Sch I
    View filing →
  2. 2023
    The Severn Group Employee Stock Ownership Plan46 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Severn Group, Inc. report on Form 5500?
The Severn Group, Inc. (EIN 55-0796211) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Severn Group, Inc.?
The Employer Identification Number (EIN) reported for The Severn Group, Inc. is 55-0796211.
What is the latest Form 5500 filing year for The Severn Group, Inc.?
The latest loaded Form 5500 filing year for The Severn Group, Inc. is 2023.

Related Form 5500 pages