Employees Profit Sharing 401(K) Plan Of Alfred Benesch & Company — Form 5500 plan (Alfred Benesch & Company)
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, Employees Profit Sharing 401(K) Plan Of Alfred Benesch & Company is a benefit plan reported by Alfred Benesch & Company under EIN 36-2407363 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,264 participants and $277,325,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alfred Benesch & Company
- EIN
- 36-2407363
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,264
- End-of-year plan assets
- $277,325,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,264 | H, C | 20241015112404NAL0014478819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $277,325,085
- Net assets (EOY)
- $277,325,085
- Net assets (BOY)
- $228,773,380
Income & contributions
- Employer contributions
- $10,655,890
- Participant contributions
- $9,894,563
- Total contributions
- $21,934,711
- Total income / additions
- $66,417,666
Expenses & distributions
- Benefits paid
- $17,508,041
- Administrative expenses
- $357,920
- Total expenses
- $17,865,961
- Net increase / (decrease)
- $48,551,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Inc | THIRD PARTY ADMINISTRATO | $0 | $48,442 | 2023 |
| Rothschild Investment Corporation | SERVICE PROVIDER | $31,785 | $0 | 2023 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $23,955 | $0 | 2023 |
| Morningstar Investment Mmgt | SERVICE PROVIDER | $23,955 | $0 | 2023 |
| Mma | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alfred Benesch & Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Erisa Inc — Schedule C compensation
- Rothschild Investment Corporation — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation
- Morningstar Investment Mmgt — Schedule C compensation
- Mma — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation