The Senegence 401(K) Plan — Form 5500 plan (Sgii, 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 Senegence 401(K) Plan is a benefit plan reported by Sgii, Inc. under EIN 33-0852416 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $5,795,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sgii, Inc.
EIN
33-0852416
Plan number
001
Plan type
2
Location
Foothill Ranch, CA
Latest filing year
2023
Participants
237
End-of-year plan assets
$5,795,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241003164729NAL0021300754001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,795,753
Total liabilities (EOY)
$0
Net assets (EOY)
$5,795,753
Net assets (BOY)
$4,728,311

Income & contributions

Employer contributions
$34,077
Participant contributions
$757,720
Total contributions
$867,570
Total income / additions
$1,772,781

Expenses & distributions

Benefits paid
$681,604
Administrative expenses
$23,735
Total expenses
$705,339
Net increase / (decrease)
$1,067,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC - RpcpRIA$12,583not reported in the loaded dataset2023
T. Rowe Price Retirement Plan SvcsRECORDKEEPER$9,270$02023

Related Form 5500 pages