Edward Segal, Inc. Profit Sharing Plan — Form 5500 plan (Edward Segal, 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, Edward Segal, Inc. Profit Sharing Plan is a benefit plan reported by Edward Segal, Inc. under EIN 06-1510657 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $1,844,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edward Segal, Inc.
- EIN
- 06-1510657
- Plan number
- 001
- Plan type
- 2
- Location
- Thomaston, CT
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $1,844,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240906075609NAL0001326096001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,844,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,844,502
- Net assets (BOY)
- $1,518,099
Income & contributions
- Employer contributions
- $20,000
- Participant contributions
- $63,523
- Total income / additions
- $333,533
Expenses & distributions
- Benefits paid
- $6,814
- Administrative expenses
- $316
- Total expenses
- $7,130
- Net increase / (decrease)
- $326,403
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.