Publications International, Ltd. Savings Plan — Form 5500 plan (Publications International, Ltd.)
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, Publications International, Ltd. Savings Plan is a benefit plan reported by Publications International, Ltd. under EIN 36-2638265 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $15,695,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Publications International, Ltd.
- EIN
- 36-2638265
- Plan number
- 001
- Plan type
- 2
- Location
- Morton Grove, IL
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $15,695,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241007084200NAL0014944001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,695,580
- Net assets (EOY)
- $15,695,580
- Net assets (BOY)
- $14,547,767
Income & contributions
- Participant contributions
- $508,496
- Total contributions
- $508,496
- Total income / additions
- $2,915,977
Expenses & distributions
- Benefits paid
- $1,662,433
- Administrative expenses
- $105,731
- Total expenses
- $1,768,164
- Net increase / (decrease)
- $1,147,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,356 | $0 | 2023 |
| Creative Planning Department | ADVISOR | $34,865 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | AUDITOR | $27,510 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Publications International, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Morton Grove, IL
- Transamerica Retirement Solutions — Schedule C compensation
- Creative Planning Department — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation