2023 Form 5500 filing — Gi Partners Of Illinois, LLC 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 20241014221016NAL0013885875001) for Gi Partners Of Illinois, LLC 401(K) Plan, reported by Gi Partners Of Illinois, LLC under EIN 47-4755178 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014221016NAL0013885875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gi Partners Of Illinois, LLC
- EIN
- 47-4755178
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,617,074
- Total liabilities (EOY)
- $15,995
- Net assets (EOY)
- $34,601,079
- Employer contributions
- $1,166,495
- Participant contributions
- $824,414
- Total income / additions
- $7,058,110
- Benefits paid
- $783,445
- Administrative expenses
- $33,135
- Total expenses
- $816,580
- Net increase / (decrease)
- $6,241,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks, LLC | BROKER/ADVISOR | $0 | $44,252 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,252 | $0 |
| Brooke Cline & Associates, LLC | TPA | $20,400 | not reported in the loaded dataset |