2023 Form 5500 filing — Deutsche Boerse Systems, Inc. 401(K) 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 20240913111918NAL0011576017001) for Deutsche Boerse Systems, Inc. 401(K) Plan, reported by Deutsche Boerse Systems, Inc. under EIN 36-4388576 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913111918NAL0011576017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deutsche Boerse Systems, Inc.
- EIN
- 36-4388576
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,549,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,549,283
- Employer contributions
- $688,784
- Participant contributions
- $1,269,751
- Total income / additions
- $4,861,410
- Benefits paid
- $1,866,887
- Administrative expenses
- $41,353
- Total expenses
- $1,921,459
- Net increase / (decrease)
- $2,939,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Embree Financial Group | INVESTMENT/FINANCIAL ADVI | $38,729 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,623 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |