2023 Form 5500 filing — Employment & Employer Services, Inc Retirement 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 20241002160907NAL0009114497001) for Employment & Employer Services, Inc Retirement Savings Plan, reported by Employment & Employer Services, Inc. under EIN 36-3242702 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002160907NAL0009114497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Employment & Employer Services, Inc.
- EIN
- 36-3242702
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,796,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,796,328
- Employer contributions
- $87,364
- Participant contributions
- $343,161
- Total income / additions
- $1,248,835
- Benefits paid
- $688,136
- Administrative expenses
- $81,075
- Total expenses
- $782,133
- Net increase / (decrease)
- $466,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mitchell & Titus, Llp | AUDITOR | $29,000 | not reported in the loaded dataset |
| Rothschild Investment Corporation | INVESTMENT ADVISOR | $22,370 | not reported in the loaded dataset |
| Howard Simon & Associates, Inc. | THIRD PARTY ADMIN | $8,355 | $6,391 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |