2023 Form 5500 filing — Codilis & Associates, P. C. 401(K) Profit Sharing Plan
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 20240826141619NAL0005504355001) for Codilis & Associates, P. C. 401(K) Profit Sharing Plan, reported by Codilis & Associates, P.C. under EIN 36-3258748 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826141619NAL0005504355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Codilis & Associates, P.C.
- EIN
- 36-3258748
- Plan number
- 001
- Location
- Burr Ridge, IL
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,915,172
- Total liabilities (EOY)
- $1,936
- Net assets (EOY)
- $30,913,236
- Employer contributions
- $270,355
- Participant contributions
- $1,143,517
- Total income / additions
- $6,471,926
- Benefits paid
- $1,327,583
- Administrative expenses
- $112,825
- Total expenses
- $1,440,408
- Net increase / (decrease)
- $5,031,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | NONE | $82,838 | $0 |
| Lpl Financial LLC | NONE | $0 | $39,844 |
| Howard Simon & Associates, Inc. | NONE | $20,694 | not reported in the loaded dataset |
| Active Core - Vanguard Target Date | NONE | $7,760 | not reported in the loaded dataset |