2023 Form 5500 filing — Foran Glennon Palandech Ponzi & Rudloff, Pc Profit Sharing 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 20241007133224NAL0026285504001) for Foran Glennon Palandech Ponzi & Rudloff, Pc Profit Sharing 401(K) Plan, reported by Foran Glennon Palandech & Ponzi, Pc under EIN 36-4461943 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.7MReported net assets$24,653,243

Participants151

Provider compensation$16.2K4 Schedule C row(s)$16,240

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241007133224NAL0026285504001
Plan sponsor: Foran Glennon Palandech & Ponzi, Pc
EIN: 36-4461943
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.7M total assets

Net assets$24.7MLiabilities$0

Money in vs. money out

Total income / additions$7.1M

Total expenses$5.6M

Benefits paid / distributions$5.6M

Contributions

Employer$843.7K

Participant$1M

Full reported line items

Total assets (EOY): $24,653,243
Total liabilities (EOY): $0
Net assets (EOY): $24,653,243
Employer contributions: $843,689
Participant contributions: $1,000,670
Total income / additions: $7,066,832
Benefits paid: $5,611,794
Administrative expenses: $7,906
Total expenses: $5,619,700
Net increase / (decrease): $1,447,132

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Empower Annuity Ins. Co Of America$9.6K
INV MGT, RECORDKEEPER · Direct $9.6K
2
Northwestern Mutual Inv Svcs$6.1K
BROKER/ADVISO R · Direct $0 · Indirect $6.1K
3
Leafhouse Financial Advisors, LLC$271
OTHER · Direct $271
4
Carnow And Associated Ltd$250
TPA · Direct $250 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007133224NAL0026285504001 cover?: It is the 2023 Form 5500 filing for Foran Glennon Palandech Ponzi & Rudloff, Pc Profit Sharing 401(K) Plan, reported by Foran Glennon Palandech & Ponzi, Pc (EIN 36-4461943).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).