Aligned Modern Health 401(K) Plan — Form 5500 plan (Damen 4 Management Of Illinois, 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, Aligned Modern Health 401(K) Plan is a benefit plan reported by Damen 4 Management Of Illinois, LLC under EIN 27-3715602 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $2,207,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Damen 4 Management Of Illinois, LLC
- EIN
- 27-3715602
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $2,207,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240905114453NAL0038642384001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,207,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,207,532
- Net assets (BOY)
- $1,626,827
Income & contributions
- Participant contributions
- $563,502
- Total contributions
- $563,502
- Total income / additions
- $905,824
Expenses & distributions
- Benefits paid
- $319,339
- Administrative expenses
- $5,780
- Total expenses
- $325,119
- Net increase / (decrease)
- $580,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $5,780 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Damen 4 Management Of Illinois, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Fidelity — Schedule C compensation
- American Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Mfs Funds — Schedule C compensation