Plan5500

Navy Pier, Inc. 401(K) Plan — Form 5500 plan (Navy Pier, Inc.)

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, Navy Pier, Inc. 401(K) Plan is a benefit plan reported by Navy Pier, Inc. under EIN 27-4813461 and plan number 002. The latest loaded filing year is 2023. The filing reports 135 participants and $8,739,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Navy Pier, Inc.
EIN
27-4813461
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
135
End-of-year plan assets
$8,739,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240930131107NAL0002635763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,739,148
Total liabilities (EOY)
$0
Net assets (EOY)
$8,739,148
Net assets (BOY)
$6,755,128

Income & contributions

Employer contributions
$402,782
Participant contributions
$534,570
Total contributions
$1,060,676
Total income / additions
$2,356,802

Expenses & distributions

Benefits paid
$317,921
Administrative expenses
$59,010
Total expenses
$372,782
Net increase / (decrease)
$1,984,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,287$02023
Wintrust Investments LLCADVISOR$23,773not reported in the loaded dataset2023

Related Form 5500 pages