2023 Form 5500 filing — Societe Generale Savings And Investment/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 20241015132755NAL0016488259001) for Societe Generale Savings And Investment/Retirement Plan, reported by Societe Generale (New York) under EIN 52-1128875 and plan number 002. It reports 4,350 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)$984.3MReported net assets$984,331,942
Participants4.3K4,350
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132755NAL0016488259001
Plan sponsor
Societe Generale (New York)
EIN
52-1128875
Plan number
002
Location
New York, NY
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)$984.3M total assets
Net assets$984.3MLiabilities$0
Money in vs. money out
Total income / additions$207.8M
Total expenses$64.7M
Benefits paid / distributions$64.7M
Contributions
Employer$15.7M
Participant$33.3M
Full reported line items
Total assets (EOY)
$984,331,942
Total liabilities (EOY)
$0
Net assets (EOY)
$984,331,942
Employer contributions
$15,731,345
Participant contributions
$33,294,550
Total income / additions
$207,816,180
Benefits paid
$64,682,729
Administrative expenses
$0
Total expenses
$64,682,729
Net increase / (decrease)
$143,133,451
Schedule C

Reported service provider compensation

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

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

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132755NAL0016488259001 cover?
It is the 2023 Form 5500 filing for Societe Generale Savings And Investment/Retirement Plan, reported by Societe Generale (New York) (EIN 52-1128875).
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