2023 Form 5500 filing — Ssa Group, LLC 401(K) 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 20241014070810NAL0025643249001) for Ssa Group, LLC 401(K) Plan, reported by Ssa Group, LLC under EIN 93-0996528 and plan number 001. It reports 1,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014070810NAL0025643249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ssa Group, LLC
- EIN
- 93-0996528
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 1,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,072,351
- Total liabilities (EOY)
- $91
- Net assets (EOY)
- $16,072,260
- Employer contributions
- $257,851
- Participant contributions
- $1,719,527
- Total income / additions
- $4,426,394
- Benefits paid
- $835,238
- Administrative expenses
- $139,628
- Total expenses
- $1,186,614
- Net increase / (decrease)
- $3,239,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Financial | CUSTODIAN | $81,074 | $0 |
| Legacy Benefit Services | TPA | $29,387 | not reported in the loaded dataset |
| Cambridge Investment Research | INVESTMENT ADVISOR | $0 | $26,873 |
| Tbs Agency, Inc | INVESTMENT ADVISOR | $0 | $1,794 |
| Nationwide Trust Company Fsb | AFFILIATE OF RECORDKEEPE | $500 | not reported in the loaded dataset |