2023 Form 5500 filing — E.A. Langenfeld Associates, Ltd. 401(K) Savings 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 20240911144907NAL0012151568001) for E.A. Langenfeld Associates, Ltd. 401(K) Savings Plan, reported by E.A. Langenfeld Associates under EIN 36-3060364 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911144907NAL0012151568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- E.A. Langenfeld Associates
- EIN
- 36-3060364
- Plan number
- 001
- Location
- Mount Prospect, IL
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,742,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,742,949
- Employer contributions
- $283,360
- Participant contributions
- $1,161,845
- Total income / additions
- $4,321,087
- Benefits paid
- $4,865,868
- Administrative expenses
- $60,965
- Total expenses
- $4,926,833
- Net increase / (decrease)
- -$605,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,031 | $0 |
| Jp Morgan Securities LLC | ADVISOR | $17,684 | not reported in the loaded dataset |
| Wipfli Cpas And Consultants | ACCOUNTANT/AUDITOR | $12,250 | not reported in the loaded dataset |