2023 Form 5500 filing — Sertoma Speech & Hearing Employee Pension 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 20250312115824NAL0038077986001) for Sertoma Speech & Hearing Employee Pension Plan, reported by Sertoma Center under EIN 36-2882864 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$605.9KReported net assets$605,864
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250312115824NAL0038077986001
Plan sponsor
Sertoma Center
EIN
36-2882864
Plan number
001
Location
Palos Hills, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$605.9K total assets
Net assets$605.9KLiabilities$0
Money in vs. money out
Total income / additions$113.1K
Total expenses$14.8K
Benefits paid / distributions$9.3K
Contributions
Employer$17.5K
Participant$0
Full reported line items
Total assets (EOY)
$605,864
Total liabilities (EOY)
$0
Net assets (EOY)
$605,864
Employer contributions
$17,500
Participant contributions
$0
Total income / additions
$113,126
Benefits paid
$9,298
Administrative expenses
$5,551
Total expenses
$14,849
Net increase / (decrease)
$98,277

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250312115824NAL0038077986001 cover?
It is the 2023 Form 5500 filing for Sertoma Speech & Hearing Employee Pension Plan, reported by Sertoma Center (EIN 36-2882864).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages