The Solomon-Page Group, LLC 401(K) Savings Plan — Form 5500 plan (The Solomon-Page Group, LLC)

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 Solomon-Page Group, LLC 401(K) Savings Plan is a benefit plan reported by The Solomon-Page Group, LLC under EIN 13-4149443 and plan number 001. The latest loaded filing year is 2023. The filing reports 872 participants and $38,733,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Solomon-Page Group, LLC
EIN
13-4149443
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
872
End-of-year plan assets
$38,733,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023872H, C20241015145638NAL0028840577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,733,808
Total liabilities (EOY)
$0
Net assets (EOY)
$38,733,808
Net assets (BOY)
$30,340,752

Income & contributions

Employer contributions
$443,582
Participant contributions
$3,872,181
Total contributions
$4,732,508
Total income / additions
$10,874,853

Expenses & distributions

Benefits paid
$2,209,129
Administrative expenses
$111,679
Total expenses
$2,481,797
Net increase / (decrease)
$8,393,056

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$111,679$02023
Wells Fargo Advisors Fin NetworkINVESTMENT ADVISORY$0$48,5772023

Related Form 5500 pages