2023 Form 5500 filing — Bartlit Beck Llp 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 20241008180710NAL0009963971001) for Bartlit Beck Llp 401(K) Plan And Trust, reported by Bartlit Beck Llp under EIN 36-3909157 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008180710NAL0009963971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bartlit Beck Llp
- EIN
- 36-3909157
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,117,413
- Total liabilities (EOY)
- $2,998
- Net assets (EOY)
- $87,114,415
- Employer contributions
- $904,851
- Participant contributions
- $3,048,904
- Total income / additions
- $18,645,652
- Benefits paid
- $2,821,185
- Administrative expenses
- $154,957
- Total expenses
- $2,976,142
- Net increase / (decrease)
- $15,669,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $75,033 | $0 |
| Howard Simon & Associates, Inc. | NONE | $67,200 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $12,724 | $3,267 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |