How many benefit plans does Executive Director, Inc. report on Form 5500?

Executive Director, Inc. (EIN 39-0992016) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Executive Director, Inc.?

The Employer Identification Number (EIN) reported for Executive Director, Inc. is 39-0992016.

What is the latest Form 5500 filing year for Executive Director, Inc.?

The latest loaded Form 5500 filing year for Executive Director, Inc. is 2023.

Executive Director, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Executive Director, Inc. (EIN 39-0992016) is a plan sponsor located in Milwaukee, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-0992016
Location: Milwaukee, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $27,557,814
Total reported net assets (EOY): $27,557,814

Contributions & income

Employer contributions: $632,151
Participant contributions: $1,747,294
Total income / additions: $6,895,938

Expenses & distributions

Benefits paid / distributions: $919,451
Total expenses: $998,498
Net increase / (decrease): $5,897,440

Coverage

Total reported participants: 672
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Executive Director, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Executive Director, Inc. 401(K) Retirement Plan	001	373	$27,557,814	2023
Executive Director Inc Health And Welfare Benefit Plan	501	299	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Executive Director, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Executive Director, Inc. 401(K) Retirement Plan	373	H, C	20241011155059NAL0039367568001
2023	Executive Director Inc Health And Welfare Benefit Plan	299	—	20241218152753NAL0003338097001