2023 Form 5500 filing — Boys & Girls Clubs Of Greater Milwaukee 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 20241015073938NAL0046935120001) for Boys & Girls Clubs Of Greater Milwaukee 401(K) Plan, reported by Boys & Girls Clubs Of Greater Mi under EIN 39-0806292 and plan number 001. It reports 1,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,478,684
Participants1.1K1,080
Provider compensation$72.9K3 Schedule C row(s)$72,910
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015073938NAL0046935120001
Plan sponsor
Boys & Girls Clubs Of Greater Mi
EIN
39-0806292
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.5M total assets
Net assets$12.5MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$711.3K
Benefits paid / distributions$626.7K
Contributions
Employer$579.2K
Participant$551.2K
Full reported line items
Total assets (EOY)
$12,478,684
Total liabilities (EOY)
$0
Net assets (EOY)
$12,478,684
Employer contributions
$579,218
Participant contributions
$551,163
Total income / additions
$3,185,670
Benefits paid
$626,657
Administrative expenses
$79,069
Total expenses
$711,273
Net increase / (decrease)
$2,474,397
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $37.3K · Indirect $0
  2. 2
    Adp, Inc.$35.6K
    RECORD KEEPER · Direct $35.6K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015073938NAL0046935120001 cover?
It is the 2023 Form 5500 filing for Boys & Girls Clubs Of Greater Milwaukee 401(K) Plan, reported by Boys & Girls Clubs Of Greater Mi (EIN 39-0806292).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages