2023 Form 5500 filing — Michael Best 401k 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 20241014110419NAL0025994913001) for Michael Best 401k Plan, reported by Michael Best And Friedrich, Llp under EIN 39-0934985 and plan number 001. It reports 967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110419NAL0025994913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michael Best And Friedrich, Llp
- EIN
- 39-0934985
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $281,567,072
- Net assets (EOY)
- $281,567,072
- Employer contributions
- $7,600,977
- Participant contributions
- $8,734,397
- Total income / additions
- $60,193,888
- Benefits paid
- $22,186,333
- Administrative expenses
- $151,838
- Total expenses
- $22,338,171
- Net increase / (decrease)
- $37,855,717
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ziegler Capital Management LLC | ADVISOR | $55,146 | not reported in the loaded dataset |
| Blackhawk Capital Partners LLC | ADVISOR | $25,460 | not reported in the loaded dataset |
| Arcataur Capital Management | ADVISOR | $18,494 | not reported in the loaded dataset |
| Mesirow Financial Investment | ADVISOR | $14,174 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $13,395 | $0 |
| Johnson Bank Wealth Management | ADVISOR | $10,471 | not reported in the loaded dataset |
| Wealth Enhancement Advisory | ADVISOR | $8,110 | not reported in the loaded dataset |
| Annex Advisory Services LLC | ADVISOR | $5,396 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,191 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |