2023 Form 5500 filing — St. Charles Consulting Group, LLC 401(K) Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240513142435NAL0046103105001) for St. Charles Consulting Group, LLC 401(K) Plan & Trust, reported by St. Charles Consulting Group, LLC under EIN 16-1630253 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240513142435NAL0046103105001
Plan sponsor
St. Charles Consulting Group, LLC
EIN
16-1630253
Plan number
001
Location
St. Charles, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$839.2K
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$177.7K
Participant$88.3K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$177,684
Participant contributions
$88,328
Total income / additions
$839,154
Benefits paid
$1,329,896
Administrative expenses
$2,269
Total expenses
$1,332,165
Net increase / (decrease)
-$493,011

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240513142435NAL0046103105001 cover?
It is the 2023 Form 5500 filing for St. Charles Consulting Group, LLC 401(K) Plan & Trust, reported by St. Charles Consulting Group, LLC (EIN 16-1630253).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages