2023 Form 5500 filing — Symphony Multiple Employer 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 20250204133124NAL0008580209001) for Symphony Multiple Employer Plan, reported by Maestro Consulting Services, LLC under EIN 47-5109722 and plan number 002. It reports 2,713 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250204133124NAL0008580209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maestro Consulting Services, LLC
- EIN
- 47-5109722
- Plan number
- 002
- Location
- Lincolnwood, IL
- Participants
- 2,713
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,401,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,401,864
- Employer contributions
- $245,670
- Participant contributions
- $2,542,581
- Total income / additions
- $6,504,188
- Benefits paid
- $6,668,459
- Administrative expenses
- $272,753
- Total expenses
- $6,945,103
- Net increase / (decrease)
- -$440,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $212,566 | $0 |
| Venture Visionary Partners LLC | ADVISOR | $49,982 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $7,905 | $0 |