2023 Form 5500 filing — Sheehan Nagle Hartray Architects 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 20241011111605NAL0038547024001) for Sheehan Nagle Hartray Architects Profit Sharing 401(K) Plan, reported by Sheehan Nagle Hartray Architects under EIN 20-1771629 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111605NAL0038547024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheehan Nagle Hartray Architects
- EIN
- 20-1771629
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,838,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,838,449
- Employer contributions
- $318,620
- Participant contributions
- $875,915
- Total income / additions
- $3,305,598
- Benefits paid
- $5,758,730
- Administrative expenses
- $4,518
- Total expenses
- $5,763,248
- Net increase / (decrease)
- -$2,457,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carnow And Associates, Ltd. | THIRD PARTY ADMINISTRATO | $0 | $6,330 |
| Voya Retirement Insurance Company | SERVICE PROVIDER | not reported in the loaded dataset | $0 |