2023 Form 5500 filing — Sgl Group Us 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 20241015141630NAL0056605778001) for Sgl Group Us Retirement Plan, reported by Sgl Carbon, LLC under EIN 13-0796973 and plan number 182. It reports 663 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)$65.4MReported net assets$65,356,462

Participants663

Provider compensation$9391 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015141630NAL0056605778001
Plan sponsor: Sgl Carbon, LLC
EIN: 13-0796973
Plan number: 182
Location: Charlotte, NC
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)$65.4M total assets

Net assets$65.4MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$2.4M

Benefits paid / distributions$2.4M

Full reported line items

Total assets (EOY): $65,356,462
Total liabilities (EOY): $0
Net assets (EOY): $65,356,462
Total income / additions: $5,035,204
Benefits paid: $2,401,608
Administrative expenses: $943
Total expenses: $2,402,551
Net increase / (decrease): $2,632,653

Schedule C

Reported service provider compensation

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

1
Northern Trust Company$939
TRUSTEE · Direct $939 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141630NAL0056605778001 cover?: It is the 2023 Form 5500 filing for Sgl Group Us Retirement Plan, reported by Sgl Carbon, LLC (EIN 13-0796973).
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).