401(k)
2022 plan-year 401(k) DOL Form 5500

New Sgc LLC 401(k) Profit Sharing Plan & Trust

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

Sponsored by New Sgc LLC · Florida · Retail Trade

What the 2023 filing shows

New Sgc LLC 401(k) Profit Sharing Plan & Trust holds $147K for 128 participants — about $1,147 per participant, up 49.5% over the 2022 plan year.

$147K
total plan assets (2022 EOY)
128
covered participants
$1,147
avg assets per participant
+49.5%
assets growth YoY
Total Assets (2023)
$147K
Participants
128
State
Industry
Retail Trade

What the Filing Says About New Sgc LLC 401(k) Profit Sharing Plan & Trust

New Sgc LLC 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by New Sgc LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $147K in total end-of-year assets and covers 128 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 274113301, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $98K at the beginning of 2022 to $147K at year-end — a gain of 49.5%. Net assets (after liabilities) closed the year at $147K, with reported net income of $49K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

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)$98K
Total Assets (End of Year)$147K
Net Assets (End of Year)$147K
Net Income$49K
Plan Type401(k)
Employer EIN274113301
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the New Sgc LLC 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, New Sgc LLC 401(k) Profit Sharing Plan & Trust holds $147K in total assets with 128 participants. It is sponsored by New Sgc LLC.
What type of plan is New Sgc LLC 401(k) Profit Sharing Plan & Trust?
New Sgc LLC 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 274113301.
Who sponsors the New Sgc LLC 401(k) Profit Sharing Plan & Trust?
New Sgc LLC 401(k) Profit Sharing Plan & Trust is sponsored by New Sgc LLC, located in Florida. The sponsor's EIN is 274113301 and the plan operates in the Retail Trade industry.
How did New Sgc LLC 401(k) Profit Sharing Plan & Trust perform in 2022?
New Sgc LLC 401(k) Profit Sharing Plan & Trust grew by 49.5% during 2022, moving from $98K to $147K in total assets. Net income was $49K.
Where can I find official filings for New Sgc LLC 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for New Sgc LLC 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 274113301 or plan name at efast.dol.gov.
How does New Sgc LLC 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare New Sgc LLC 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 274113301.

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.