Million Dollar Round Table Retirement Plan — Form 5500 plan (Million Dollar Round Table)
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, Million Dollar Round Table Retirement Plan is a benefit plan reported by Million Dollar Round Table under EIN 36-2138427 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $17,688,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Million Dollar Round Table
- EIN
- 36-2138427
- Plan number
- 001
- Plan type
- 2
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $17,688,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241014175710NAL0013715123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,688,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,688,353
- Net assets (BOY)
- $14,473,673
Income & contributions
- Employer contributions
- $2,113,192
- Total contributions
- $2,113,192
- Total income / additions
- $4,364,687
Expenses & distributions
- Benefits paid
- $1,054,224
- Administrative expenses
- $95,783
- Total expenses
- $1,150,007
- Net increase / (decrease)
- $3,214,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $95,783 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISORY | $0 | $31,418 | 2023 |