Anixter Center Incentive Savings Plan — Form 5500 plan (Lester & Rosalie Anixter Center)
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, Anixter Center Incentive Savings Plan is a benefit plan reported by Lester & Rosalie Anixter Center under EIN 36-2244895 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $7,783,010 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.8MPlan net assets, end of year$7,783,010
Participants243Covered participants reported
Assets / participant$32KComputed: assets ÷ participants$32,029 (computed)
Provider compensation$63K4 Schedule C provider row(s)$63,012
- Plan sponsor
- Lester & Rosalie Anixter Center
- EIN
- 36-2244895
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20250225140235NAL0018929136001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,783,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,783,010
- Net assets (BOY)
- $6,401,522
Income & contributions
- Participant contributions
- $438,386
- Total contributions
- $439,584
- Total income / additions
- $1,726,619
Expenses & distributions
- Benefits paid
- $288,914
- Administrative expenses
- $51,409
- Total expenses
- $345,131
- Net increase / (decrease)
- $1,381,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT/FINANCIAL ADVI | $23,207 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $23,069 | $0 | 2023 |
| Bdo Usa , Llp | ACCOUNTANT | $16,736 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lester & Rosalie Anixter Center
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mesirow Financial Inc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Bdo Usa , Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation