401(k) ยท DOL Form 5500 ยท 2022

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

N/A
Total assets
8
Participants

Sponsored by Marvin M Siegel Cpa PC ยท Illinois ยท Professional & Technical Services

What the 2022 filing shows

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru holds N/A for 8 participants.

N/A
total plan assets (2022 EOY)
8
covered participants
Total Assets (2023)
N/A
Participants
8
State
Industry
Professional & Technical Services

What the Filing Says About Marvin M Siegel Cpa PC Profit Sharing Plan and Tru

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru is a 401(k) retirement plan sponsored by Marvin M Siegel Cpa PC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 8 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362940635, and the plan has been effective since 1979-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN362940635
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marvin M Siegel Cpa PC)

Year Plans Participants Total Assets
2022 1 8 N/A
2023 1 8 N/A
2024 1 8 N/A

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Frequently Asked Questions

How much money is in the Marvin M Siegel Cpa PC Profit Sharing Plan and Tru?
As of the 2022 Form 5500 filing, Marvin M Siegel Cpa PC Profit Sharing Plan and Tru holds N/A in total assets with 8 participants. It is sponsored by Marvin M Siegel Cpa PC.
What type of plan is Marvin M Siegel Cpa PC Profit Sharing Plan and Tru?
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru is a 401(k) plan. It has been effective since 1979-04-01. The plan is filed with the U.S. Department of Labor under EIN 362940635.
Who sponsors the Marvin M Siegel Cpa PC Profit Sharing Plan and Tru?
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru is sponsored by Marvin M Siegel Cpa PC, located in Illinois. The sponsor's EIN is 362940635 and the plan operates in the Professional & Technical Services industry.
How did Marvin M Siegel Cpa PC Profit Sharing Plan and Tru perform in 2022?
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru held N/A in total assets at the end of 2022.
Where can I find official filings for Marvin M Siegel Cpa PC Profit Sharing Plan and Tru?
Official Form 5500 filings for Marvin M Siegel Cpa PC Profit Sharing Plan and Tru are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362940635 or plan name at efast.dol.gov.
How does Marvin M Siegel Cpa PC Profit Sharing Plan and Tru compare to other plans?
You can compare Marvin M Siegel Cpa PC Profit Sharing Plan and Tru against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362940635.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.