2023 Form 5500 filing — Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust
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 20241015160427NAL0050345552001) for Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust, reported by Solomon Cordwell Buenz under EIN 36-2643058 and plan number 002. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160427NAL0050345552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Solomon Cordwell Buenz
- EIN
- 36-2643058
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,098,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,098,471
- Employer contributions
- $595,260
- Participant contributions
- $2,671,857
- Total income / additions
- $9,406,156
- Benefits paid
- $4,291,649
- Administrative expenses
- $232,131
- Total expenses
- $4,523,780
- Net increase / (decrease)
- $4,882,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair & Company LLC | INVESTMENT ADVISOR | $105,046 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $58,974 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |