2023 Form 5500 filing — Employees Profit Sharing 401(K) Plan Of Alfred Benesch & Company
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 20241015112404NAL0014478819001) for Employees Profit Sharing 401(K) Plan Of Alfred Benesch & Company, reported by Alfred Benesch & Company under EIN 36-2407363 and plan number 002. It reports 1,264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112404NAL0014478819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfred Benesch & Company
- EIN
- 36-2407363
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 1,264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $277,325,085
- Net assets (EOY)
- $277,325,085
- Employer contributions
- $10,655,890
- Participant contributions
- $9,894,563
- Total income / additions
- $66,417,666
- Benefits paid
- $17,508,041
- Administrative expenses
- $357,920
- Total expenses
- $17,865,961
- Net increase / (decrease)
- $48,551,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Inc | THIRD PARTY ADMINISTRATO | $0 | $48,442 |
| Rothschild Investment Corporation | SERVICE PROVIDER | $31,785 | $0 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $23,955 | $0 |
| Morningstar Investment Mmgt | SERVICE PROVIDER | $23,955 | $0 |
| Mma | AUDITOR | $18,000 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |