2023 Form 5500 filing — Charles Seligman Distributing Co. Savings & Retirement 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 20241002123623NAL0016553922001) for Charles Seligman Distributing Co. Savings & Retirement Plan, reported by Chas Seligman Distributing Co., Inc. under EIN 61-0674124 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241002123623NAL0016553922001
Filing year
2023
Form type
2
Plan sponsor
Chas Seligman Distributing Co., Inc.
EIN
61-0674124
Plan number
001
Location
Walton, KY
Participants
102
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,757,641
Total liabilities (EOY)
$0
Net assets (EOY)
$14,757,641
Employer contributions
$301,854
Participant contributions
$514,652
Total income / additions
$3,262,898
Benefits paid
$1,182,312
Administrative expenses
$2,935
Total expenses
$1,185,582
Net increase / (decrease)
$2,077,316
Schedule source
Schedule I

Related Form 5500 pages