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SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 401k Plan overview

Plan NameSELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST
Plan identification number 001

SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

SELECT EQUITY GROUP, L.P. has sponsored the creation of one or more 401k plans.

Company Name:SELECT EQUITY GROUP, L.P.
Employer identification number (EIN):463465710
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EVAN GUILLEMIN
0012016-01-01EVAN GUILLEMIN
0012015-01-01EVAN GUILLEMIN2016-10-17
0012014-01-01EVAN GUILLEMIN2015-06-03
0012013-01-01EVAN GUILLEMIN2014-07-21

Plan Statistics for SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

401k plan membership statisitcs for SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

Measure Date Value
2022: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01231
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01254
Number of participants with account balances2022-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01201
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01231
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01164
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01201
Number of participants with account balances2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01165
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01179
Number of participants with account balances2019-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01165
Number of participants with account balances2018-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01155
Number of participants with account balances2017-01-01152
2016: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01132
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016

Financial Data on SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

Measure Date Value
2022 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-27,223,865
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,747,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,727,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,560,907
Value of total assets at end of year2022-12-31$122,131,648
Value of total assets at beginning of year2022-12-31$152,102,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,472
Total interest from all sources2022-12-31$116,538
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,073,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,073,432
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,616,921
Participant contributions at end of year2022-12-31$164,289
Participant contributions at beginning of year2022-12-31$247,588
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$295,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$38,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$26,662
Other income not declared elsewhere2022-12-31$33,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,971,198
Value of net assets at end of year (total assets less liabilities)2022-12-31$122,131,648
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$152,102,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,624,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,129,537
Interest on participant loans2022-12-31$7,113
Value of interest in common/collective trusts at end of year2022-12-31$11,877,463
Value of interest in common/collective trusts at beginning of year2022-12-31$12,115,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,007,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,616,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,616,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$109,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-38,497,635
Net investment gain or loss from common/collective trusts2022-12-31$1,489,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,648,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,727,861
Contract administrator fees2022-12-31$19,472
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$77,419,750
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$102,966,943
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2022-12-31134008324
2021 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$36,650,959
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$470,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$459,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,541,277
Value of total assets at end of year2021-12-31$152,102,846
Value of total assets at beginning of year2021-12-31$115,922,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,680
Total interest from all sources2021-12-31$11,422
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,906,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,906,169
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,112,138
Participant contributions at end of year2021-12-31$247,588
Participant contributions at beginning of year2021-12-31$264,678
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,025,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$26,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$39,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$36,180,690
Value of net assets at end of year (total assets less liabilities)2021-12-31$152,102,846
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$115,922,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,129,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,292,401
Interest on participant loans2021-12-31$10,001
Value of interest in common/collective trusts at end of year2021-12-31$12,115,177
Value of interest in common/collective trusts at beginning of year2021-12-31$8,291,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,616,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,811,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,811,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,474,616
Net investment gain or loss from common/collective trusts2021-12-31$3,717,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,403,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$459,589
Contract administrator fees2021-12-31$10,680
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$102,966,943
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$77,223,095
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2021-12-31134008324
2020 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,927,054
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,482,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,402,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,852,754
Value of total assets at end of year2020-12-31$115,922,156
Value of total assets at beginning of year2020-12-31$94,477,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,761
Total interest from all sources2020-12-31$26,643
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,749,473
Participant contributions at end of year2020-12-31$264,678
Participant contributions at beginning of year2020-12-31$190,505
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,835
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$232,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$39,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$98,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,444,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$115,922,156
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$94,477,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,292,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,008,068
Interest on participant loans2020-12-31$10,131
Value of interest in common/collective trusts at end of year2020-12-31$8,291,472
Value of interest in common/collective trusts at beginning of year2020-12-31$6,480,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,811,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,920,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,920,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,093,163
Net investment gain or loss from common/collective trusts2020-12-31$1,954,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,870,630
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,402,538
Contract administrator fees2020-12-31$79,761
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$77,223,095
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$56,775,932
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2020-12-31134008324
2019 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$27,915,640
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$306,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$281,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,081,404
Value of total assets at end of year2019-12-31$94,477,401
Value of total assets at beginning of year2019-12-31$66,868,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,595
Total interest from all sources2019-12-31$134,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,392,817
Participant contributions at end of year2019-12-31$190,505
Participant contributions at beginning of year2019-12-31$100,701
Participant contributions at end of year2019-12-31$2,835
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,600,903
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$98,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$43,973
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$136,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,608,857
Value of net assets at end of year (total assets less liabilities)2019-12-31$94,477,401
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,868,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,008,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,647,693
Interest on participant loans2019-12-31$5,671
Value of interest in common/collective trusts at end of year2019-12-31$6,480,110
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,920,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,313,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,313,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$128,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$19,816,523
Net investment gain or loss from common/collective trusts2019-12-31$883,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,087,684
Employer contributions (assets) at end of year2019-12-31$921
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$281,188
Contract administrator fees2019-12-31$25,595
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$56,775,932
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$43,626,676
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2019-12-31134008324
2018 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,599,253
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,065,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,009,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,270,423
Value of total assets at end of year2018-12-31$66,868,544
Value of total assets at beginning of year2018-12-31$64,335,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,932
Total interest from all sources2018-12-31$68,894
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,150,388
Participant contributions at end of year2018-12-31$100,701
Participant contributions at beginning of year2018-12-31$115,724
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$44,817,797
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$105,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$43,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$136,460
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,533,480
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,868,544
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,335,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,647,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,400,640
Interest on participant loans2018-12-31$3,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,313,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,000,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,000,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$65,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,740,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,014,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,009,841
Contract administrator fees2018-12-31$55,932
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$43,626,676
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2018-12-31134008324
2017 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,151,225
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,990,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,935,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,530,735
Value of total assets at end of year2017-12-31$64,335,064
Value of total assets at beginning of year2017-12-31$51,174,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,544
Total interest from all sources2017-12-31$16,045
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,899,019
Participant contributions at end of year2017-12-31$115,724
Participant contributions at beginning of year2017-12-31$88,487
Assets. Other investments not covered elsewhere at end of year2017-12-31$44,817,797
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$35,909,559
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$724,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,160,452
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,335,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,174,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,400,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,554,708
Interest on participant loans2017-12-31$3,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,000,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,621,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,621,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,604,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,907,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,935,229
Contract administrator fees2017-12-31$55,544
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2017-12-31134008324
2016 : SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,350,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$549,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$523,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,622,371
Value of total assets at end of year2016-12-31$51,174,612
Value of total assets at beginning of year2016-12-31$43,373,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,310
Total interest from all sources2016-12-31$5,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,729,504
Participant contributions at end of year2016-12-31$88,487
Participant contributions at beginning of year2016-12-31$63,433
Assets. Other investments not covered elsewhere at end of year2016-12-31$35,909,559
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$29,743,825
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$557,504
Other income not declared elsewhere2016-12-31$7,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,800,756
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,174,612
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,373,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,554,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,173,142
Interest on participant loans2016-12-31$2,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,621,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,393,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,393,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,715,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,335,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$523,477
Contract administrator fees2016-12-31$26,310
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2016-12-31134008324

Form 5500 Responses for SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST

2022: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SELECT EQUITY GROUP, L.P. 401(K) PSP AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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