403(B) Thrift Plan Of Chicago Commons Association — Form 5500 plan (Chicago Commons Association)
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, 403(B) Thrift Plan Of Chicago Commons Association is a benefit plan reported by Chicago Commons Association under EIN 36-2169136 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $4,861,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chicago Commons Association
- EIN
- 36-2169136
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $4,861,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20250407144228NAL0010170691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,861,214
- Total liabilities (EOY)
- $4,736
- Net assets (EOY)
- $4,856,478
- Net assets (BOY)
- $3,823,652
Income & contributions
- Employer contributions
- $226,120
- Participant contributions
- $584,120
- Total contributions
- $860,618
- Total income / additions
- $1,448,228
Expenses & distributions
- Benefits paid
- $361,720
- Administrative expenses
- $53,682
- Total expenses
- $415,402
- Net increase / (decrease)
- $1,032,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $22,835 | not reported in the loaded dataset | 2023 |
| Faro Advisory | INVESTMENT ADVISOR | $17,287 | not reported in the loaded dataset | 2023 |