2023 Form 5500 filing — Raby Institute 401(K) Plan And 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 20240924125412NAL0026222130001) for Raby Institute 401(K) Plan And Trust, reported by Raby Institute For Integrative Medicine At Northwestern under EIN 26-2192598 and plan number 001. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,422,311
Participants38
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924125412NAL0026222130001
Plan sponsor
Raby Institute For Integrative Medicine At Northwestern
EIN
26-2192598
Plan number
001
Location
Chicago, 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.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$81.5K
Benefits paid / distributions$81K
Contributions
Employer$86.5K
Participant$186.3K
Full reported line items
Total assets (EOY)
$4,422,311
Total liabilities (EOY)
$0
Net assets (EOY)
$4,422,311
Employer contributions
$86,482
Participant contributions
$186,254
Total income / additions
$1,652,423
Benefits paid
$81,000
Administrative expenses
$500
Total expenses
$81,500
Net increase / (decrease)
$1,570,923

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924125412NAL0026222130001 cover?
It is the 2023 Form 5500 filing for Raby Institute 401(K) Plan And Trust, reported by Raby Institute For Integrative Medicine At Northwestern (EIN 26-2192598).
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