2023 Form 5500 filing — Executive Director, Inc. 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 20241011155059NAL0039367568001) for Executive Director, Inc. 401(K) Retirement Plan, reported by Executive Director, Inc. under EIN 39-0992016 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155059NAL0039367568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Executive Director, Inc.
- EIN
- 39-0992016
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,557,814
- Net assets (EOY)
- $27,557,814
- Employer contributions
- $632,151
- Participant contributions
- $1,747,294
- Total income / additions
- $6,895,938
- Benefits paid
- $919,451
- Administrative expenses
- $78,856
- Total expenses
- $998,498
- Net increase / (decrease)
- $5,897,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Manageme | CONSULTING | $40,919 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $37,937 | $0 |