2023 Form 5500 filing — Tressler Llp 401(K) Retirement 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 20241003160603NAL0010142401001) for Tressler Llp 401(K) Retirement Plan, reported by Tressler Llp under EIN 36-3447958 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003160603NAL0010142401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tressler Llp
- EIN
- 36-3447958
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,716,925
- Total liabilities (EOY)
- $100,964
- Net assets (EOY)
- $37,615,961
- Employer contributions
- $203,365
- Participant contributions
- $1,287,990
- Total income / additions
- $6,860,232
- Benefits paid
- $2,031,824
- Administrative expenses
- $101,686
- Total expenses
- $2,262,738
- Net increase / (decrease)
- $4,597,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,036 | $0 |