Skender Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Skender Group, LLC)

Plain-English plan 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, Skender Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Skender Group, LLC under EIN 20-3798025 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $37,924,452 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Skender Group, LLC
EIN
20-3798025
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
358
End-of-year plan assets
$37,924,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023358H, C20240927053718NAL0002948080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,924,452
Total liabilities (EOY)
$0
Net assets (EOY)
$37,924,452
Net assets (BOY)
$29,026,511

Income & contributions

Employer contributions
$1,261,672
Participant contributions
$2,462,455
Total contributions
$4,641,682
Total income / additions
$10,253,642

Expenses & distributions

Benefits paid
$1,278,497
Administrative expenses
$62,318
Total expenses
$1,355,701
Net increase / (decrease)
$8,897,941

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Holdco, LLCINVESTMENT/FINANCIAL ADVI$58,350$02023
Adp, Inc.RECORD KEEPER$3,968$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages