Select Equity Group, L.P. 401(K) Psp And Trust — Form 5500 plan (Select Equity Group, L.P.)

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, Select Equity Group, L.P. 401(K) Psp And Trust is a benefit plan reported by Select Equity Group, L.P. under EIN 46-3465710 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $144,308,818 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Select Equity Group, L.P.
EIN
46-3465710
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
260
End-of-year plan assets
$144,308,818

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241014170126NAL0015330259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$144,308,818
Total liabilities (EOY)
$0
Net assets (EOY)
$144,308,818
Net assets (BOY)
$122,131,648

Income & contributions

Employer contributions
$1,934,777
Participant contributions
$4,035,059
Total contributions
$6,293,624
Total income / additions
$27,649,886

Expenses & distributions

Benefits paid
$5,373,465
Administrative expenses
$99,251
Total expenses
$5,472,716
Net increase / (decrease)
$22,177,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits & Financial GroupNONE$99,251not reported in the loaded dataset2023

Related Form 5500 pages