2023 Form 5500 filing — The Partner Companies 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 20241015132015NAL0029766545001) for The Partner Companies 401(K) Plan, reported by The Partner Companies LLC under EIN 85-2379191 and plan number 001. It reports 662 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)$24.6MReported net assets$24,604,545
Participants662
Provider compensation$143.2K2 Schedule C row(s)$143,178
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132015NAL0029766545001
Plan sponsor
The Partner Companies LLC
EIN
85-2379191
Plan number
001
Location
Chicago, IL
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)$24.6M total assets
Net assets$24.6MLiabilities$0
Money in vs. money out
Total income / additions$7.2M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.3M
Participant$2.6M
Full reported line items
Total assets (EOY)
$24,604,545
Total liabilities (EOY)
$0
Net assets (EOY)
$24,604,545
Employer contributions
$1,312,867
Participant contributions
$2,606,893
Total income / additions
$7,180,897
Benefits paid
$1,501,870
Administrative expenses
$147,369
Total expenses
$1,649,239
Net increase / (decrease)
$5,531,658
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $118.4K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $24.7K · Indirect $70

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132015NAL0029766545001 cover?
It is the 2023 Form 5500 filing for The Partner Companies 401(K) Plan, reported by The Partner Companies LLC (EIN 85-2379191).
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