2023 Form 5500 filing — Million Dollar Round Table 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 20241014175710NAL0013715123001) for Million Dollar Round Table Retirement Plan, reported by Million Dollar Round Table under EIN 36-2138427 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).
- EFAST2 acknowledgement
- 20241014175710NAL0013715123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Million Dollar Round Table
- EIN
- 36-2138427
- Plan number
- 001
- Location
- Park Ridge, IL
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,688,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,688,353
- Employer contributions
- $2,113,192
- Total income / additions
- $4,364,687
- Benefits paid
- $1,054,224
- Administrative expenses
- $95,783
- Total expenses
- $1,150,007
- Net increase / (decrease)
- $3,214,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $95,783 | $0 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $31,418 |