2023 Form 5500 filing — Profile Products LLC Employees' Savings & 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 20241015105742NAL0029326113001) for Profile Products LLC Employees' Savings & Retirement Plan, reported by Profile Products LLC under EIN 84-1433208 and plan number 333. It reports 532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105742NAL0029326113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Profile Products LLC
- EIN
- 84-1433208
- Plan number
- 333
- Location
- Buffalo Grove, IL
- Participants
- 532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,459,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,459,541
- Employer contributions
- $431,375
- Participant contributions
- $1,567,641
- Total income / additions
- $6,036,442
- Benefits paid
- $4,304,484
- Administrative expenses
- $10,266
- Total expenses
- $4,314,750
- Net increase / (decrease)
- $1,721,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,741 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,525 | $0 |