2023 Form 5500 filing — The Segal Group Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002090306NAL0008565121001) for The Segal Group Profit Sharing Plan, reported by The Segal Group, Inc. under EIN 06-0839113 and plan number 004. It reports 1,684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$531.8MReported net assets$531,826,999
Participants1.7K1,684
Provider compensation$29.4K2 Schedule C row(s)$29,375
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002090306NAL0008565121001
- Plan sponsor
- The Segal Group, Inc.
- EIN
- 06-0839113
- Plan number
- 004
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$531.8M total assets
Net assets$531.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $531,826,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,826,999
- Employer contributions
- $5,863,521
- Participant contributions
- $15,363,851
- Total income / additions
- $103,468,419
- Benefits paid
- $34,595,663
- Administrative expenses
- $31,375
- Total expenses
- $34,644,244
- Net increase / (decrease)
- $68,824,175
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,375 | $0 |