The Segal Group Profit Sharing Plan — Form 5500 plan (The Segal Group, Inc.)
Plain-English plan 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, The Segal Group Profit Sharing Plan is a benefit plan reported by The Segal Group, Inc. under EIN 06-0839113 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,684 participants and $531,826,999 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$531.8MPlan net assets, end of year$531,826,999
Participants1.7KCovered participants reported1,684
Assets / participant$315.8KComputed: assets ÷ participants$315,812 (computed)
Provider compensation$29.4K2 Schedule C provider row(s)$29,375
- Plan sponsor
- The Segal Group, Inc.
- EIN
- 06-0839113
- Plan number
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,684 | H, C | 20241002090306NAL0008565121001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$531.8M total assets
Net assets$531.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $531,826,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $531,826,999
- Net assets (BOY)
- $463,002,824
Income & contributions
- Employer contributions
- $5,863,521
- Participant contributions
- $15,363,851
- Total contributions
- $22,430,119
- Total income / additions
- $103,468,419
Expenses & distributions
- Benefits paid
- $34,595,663
- Administrative expenses
- $31,375
- Total expenses
- $34,644,244
- Net increase / (decrease)
- $68,824,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohnreznick Llp | ACCOUNTANT/AUDITOR | $21,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,375 | $0 | 2023 |