Defined Contribution Money Purchase Retirement Plan For Employees — Form 5500 plan (Frank Lloyd Wright Trust)
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, Defined Contribution Money Purchase Retirement Plan For Employees is a benefit plan reported by Frank Lloyd Wright Trust under EIN 23-7414937 and plan number 001. The latest loaded filing year is 2023. The filing reports 82 participants and $4,871,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frank Lloyd Wright Trust
- EIN
- 23-7414937
- Plan number
- 001
- Plan type
- 2
- Location
- Bellwood, IL
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $4,871,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20250408142106NAL0010047203002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,871,522
- Net assets (EOY)
- $4,871,522
- Net assets (BOY)
- $4,475,630
Income & contributions
- Employer contributions
- $26,568
- Participant contributions
- $123,845
- Total income / additions
- $770,756
Expenses & distributions
- Benefits paid
- $374,864
- Total expenses
- $374,864
- Net increase / (decrease)
- $395,892
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.