2023 Form 5500 filing — Segal Mccambridge Singer & Mahoney, Ltd. 401(K) 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 20241011113425NAL0036800416001) for Segal Mccambridge Singer & Mahoney, Ltd. 401(K) Profit Sharing Plan, reported by Segal Mccambridge Singer & Mahoney, Ltd. under EIN 36-3419170 and plan number 001. It reports 486 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)$49.3MReported net assets$49,319,727
Participants486
Provider compensation$4.8K1 Schedule C row(s)$4,766
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011113425NAL0036800416001
Plan sponsor
Segal Mccambridge Singer & Mahoney, Ltd.
EIN
36-3419170
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$49.3M total assets
Net assets$49.3MLiabilities$0
Money in vs. money out
Total income / additions$10.7M
Total expenses$8.2M
Benefits paid / distributions$8.1M
Contributions
Employer$592.7K
Participant$2.2M
Full reported line items
Total assets (EOY)
$49,319,727
Total liabilities (EOY)
$0
Net assets (EOY)
$49,319,727
Employer contributions
$592,717
Participant contributions
$2,230,800
Total income / additions
$10,727,703
Benefits paid
$8,140,425
Administrative expenses
$104,766
Total expenses
$8,245,191
Net increase / (decrease)
$2,482,512
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $4.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011113425NAL0036800416001 cover?
It is the 2023 Form 5500 filing for Segal Mccambridge Singer & Mahoney, Ltd. 401(K) Profit Sharing Plan, reported by Segal Mccambridge Singer & Mahoney, Ltd. (EIN 36-3419170).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages