Batescarey Llp Profit Sharing Plan And Trust With Cash Or Deferred 401(K) Features — Form 5500 plan (Batescarey Llp)
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, Batescarey Llp Profit Sharing Plan And Trust With Cash Or Deferred 401(K) Features is a benefit plan reported by Batescarey Llp under EIN 36-4321906 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $55,311,221 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$55.3MPlan net assets, end of year$55,311,221
Participants133Covered participants reported
Assets / participant$415.9KComputed: assets ÷ participants$415,874 (computed)
Provider compensation$194.3K4 Schedule C provider row(s)$194,295
- Plan sponsor
- Batescarey Llp
- EIN
- 36-4321906
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240904151305NAL0020369137001 |
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)$55.3M total assets
Net assets$55.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $55,311,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,311,221
- Net assets (BOY)
- $47,293,458
Income & contributions
- Employer contributions
- $1,411,642
- Participant contributions
- $1,113,911
- Total contributions
- $3,140,987
- Total income / additions
- $11,358,536
Expenses & distributions
- Benefits paid
- $3,221,511
- Administrative expenses
- $119,262
- Total expenses
- $3,340,773
- Net increase / (decrease)
- $8,017,763
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
56%44%
Employer 56%Participant 44%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $121,975 | $0 | 2023 |
| Onedigital Investment | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Hunter Benefits Consulting Group In | THIRD PARTY ADMINISTRATO | $600 | $24,702 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,018 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Batescarey Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment — Schedule C compensation
- Hunter Benefits Consulting Group In — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation