E.A. Langenfeld Associates, Ltd. 401(K) Savings Plan — Form 5500 plan (E.A. Langenfeld Associates)

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, E.A. Langenfeld Associates, Ltd. 401(K) Savings Plan is a benefit plan reported by E.A. Langenfeld Associates under EIN 36-3060364 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $17,742,949 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
E.A. Langenfeld Associates
EIN
36-3060364
Plan number
001
Plan type
2
Location
Mount Prospect, IL
Latest filing year
2023
Participants
341
End-of-year plan assets
$17,742,949

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20240911144907NAL0012151568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,742,949
Total liabilities (EOY)
$0
Net assets (EOY)
$17,742,949
Net assets (BOY)
$18,348,695

Income & contributions

Employer contributions
$283,360
Participant contributions
$1,161,845
Total contributions
$1,594,980
Total income / additions
$4,321,087

Expenses & distributions

Benefits paid
$4,865,868
Administrative expenses
$60,965
Total expenses
$4,926,833
Net increase / (decrease)
-$605,746

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,031$02023
Jp Morgan Securities LLCADVISOR$17,684not reported in the loaded dataset2023
Wipfli Cpas And ConsultantsACCOUNTANT/AUDITOR$12,250not reported in the loaded dataset2023

Related Form 5500 pages