2023 Form 5500 filing — Anixter Center Incentive Savings 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 20250225140235NAL0018929136001) for Anixter Center Incentive Savings Plan, reported by Lester & Rosalie Anixter Center under EIN 36-2244895 and plan number 001. It reports 243 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)$7.8MReported net assets$7,783,010
Participants243
Provider compensation$63K4 Schedule C row(s)$63,012
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250225140235NAL0018929136001
- Plan sponsor
- Lester & Rosalie Anixter Center
- EIN
- 36-2244895
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
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)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,783,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,783,010
- Participant contributions
- $438,386
- Total income / additions
- $1,726,619
- Benefits paid
- $288,914
- Administrative expenses
- $51,409
- Total expenses
- $345,131
- Net increase / (decrease)
- $1,381,488
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT/FINANCIAL ADVI | $23,207 | $0 |
| Adp, Inc. | RECORD KEEPER | $23,069 | $0 |
| Bdo Usa , Llp | ACCOUNTANT | $16,736 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |