Michael Best 401k Plan — Form 5500 plan (Michael Best And Friedrich, 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, Michael Best 401k Plan is a benefit plan reported by Michael Best And Friedrich, Llp under EIN 39-0934985 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $281,567,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael Best And Friedrich, Llp
- EIN
- 39-0934985
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 967
- End-of-year plan assets
- $281,567,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 967 | H, C | 20241014110419NAL0025994913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $281,567,072
- Net assets (EOY)
- $281,567,072
- Net assets (BOY)
- $243,711,355
Income & contributions
- Employer contributions
- $7,600,977
- Participant contributions
- $8,734,397
- Total contributions
- $19,641,888
- Total income / additions
- $60,193,888
Expenses & distributions
- Benefits paid
- $22,186,333
- Administrative expenses
- $151,838
- Total expenses
- $22,338,171
- Net increase / (decrease)
- $37,855,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ziegler Capital Management LLC | ADVISOR | $55,146 | not reported in the loaded dataset | 2023 |
| Blackhawk Capital Partners LLC | ADVISOR | $25,460 | not reported in the loaded dataset | 2023 |
| Arcataur Capital Management | ADVISOR | $18,494 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment | ADVISOR | $14,174 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $13,395 | $0 | 2023 |
| Johnson Bank Wealth Management | ADVISOR | $10,471 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory | ADVISOR | $8,110 | not reported in the loaded dataset | 2023 |
| Annex Advisory Services LLC | ADVISOR | $5,396 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,191 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michael Best And Friedrich, Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Ziegler Capital Management LLC — Schedule C compensation
- Blackhawk Capital Partners LLC — Schedule C compensation
- Arcataur Capital Management — Schedule C compensation
- Mesirow Financial Investment — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Johnson Bank Wealth Management — Schedule C compensation
- Wealth Enhancement Advisory — Schedule C compensation
- Annex Advisory Services LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation