Much Shelist Profit Sharing Plan And Trust — Form 5500 plan (Much Shelist, P.C.)

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, Much Shelist Profit Sharing Plan And Trust is a benefit plan reported by Much Shelist, P.C. under EIN 36-2757501 and plan number 005. The latest loaded filing year is 2023. The filing reports 190 participants and $52,679,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Much Shelist, P.C.
EIN
36-2757501
Plan number
005
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
190
End-of-year plan assets
$52,679,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20250220135844NAL0004226323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,679,777
Total liabilities (EOY)
$0
Net assets (EOY)
$52,679,777
Net assets (BOY)
$45,922,705

Income & contributions

Employer contributions
$240,050
Participant contributions
$2,164,722
Total contributions
$2,583,663
Total income / additions
$10,952,077

Expenses & distributions

Benefits paid
$4,068,932
Administrative expenses
$126,073
Total expenses
$4,195,005
Net increase / (decrease)
$6,757,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow FinancialADVISOR$102,556not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,950$02023

Related Form 5500 pages