Plan5500

Evergreen Park, IL Form 5500 retirement and benefit plan filings

City Form 5500 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, Evergreen Park, IL has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,669,207 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Evergreen Park

  • 2 loaded plans hold $1.7M in reported assets across 2 sponsors.
  • The largest, Hugh Med Group Inc 401(K) Profit Sharing Plan & Trust, holds 98% of reported Evergreen Park plan assets.
  • Plans cover 3 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,669,207
Total reported assets$1.7M$1,669,207
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$446.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$60
Net increase / (decrease)$446.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Evergreen Park, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Evergreen Park market comparison

Largest plan share of assets98%Hugh Med Group Inc 401(K) Profit Sharing Plan & Trust
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Evergreen Park

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hugh Med Group Inc 401(K) Profit Sharing Plan & Trust$1.6M
    Hugh Med Group Inc · 2023
  2. 2
    Evergreen Wil Development Inc. 401(K) Plan$30.3K
    Evergreen Wil Development Inc. · 2023

Largest plans in Evergreen Park → · Evergreen Park plans by participants → · Evergreen Park plans with financial data → · Evergreen Park plans with provider compensation → · $1B+ plans in Evergreen Park →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Evergreen Park, IL?
2 plan(s) reported by 2 sponsor(s) are loaded for Evergreen Park, IL.

Related Form 5500 pages