Vrdolyak Law Group, LLC 401(K) Plan — Form 5500 plan (Vrdolyak Law 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, Vrdolyak Law Group, LLC 401(K) Plan is a benefit plan reported by Vrdolyak Law Group, LLC under EIN 30-0278947 and plan number 002. The latest loaded filing year is 2023. The filing reports 87 participants and $4,169,270 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vrdolyak Law Group, LLC
EIN
30-0278947
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
87
End-of-year plan assets
$4,169,270

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202387H, C20241001091414NAL0003859683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,169,270
Net assets (EOY)
$4,169,270
Net assets (BOY)
$3,567,129

Income & contributions

Employer contributions
$82,322
Participant contributions
$306,493
Total contributions
$388,815
Total income / additions
$815,464

Expenses & distributions

Benefits paid
$162,213
Administrative expenses
$51,110
Total expenses
$213,323
Net increase / (decrease)
$602,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Whalen Capital Inc.INVESTMENT ADVISOR$19,892not reported in the loaded dataset2023
Empower Advisory Group LLCINVESTMENT MGR$12,446not reported in the loaded dataset2023
Corporate Retirement Solutions LLCCONTACT ADMIN$8,708$3,6832023
Empower Annuity Insurance CompanyRECORDKEEPER$10,064$02023

Related Form 5500 pages