Lake Barrington, IL Form 5500 retirement and benefit plan filings

City Form 5500 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, Lake Barrington, IL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,010,317 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,010,317
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$33,010,317

Contributions & income

Employer contributions
$950,018
Participant contributions
$2,850,367
Total income / additions
$9,344,583

Expenses & distributions

Benefits paid / distributions
$2,343,936
Total expenses
$2,430,553
Net increase / (decrease)
$6,914,030

Coverage

Total reported participants
463
Plans with financial statements
5
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Barrington, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Lake Barrington, IL
PlanSponsorReported assets (EOY)Year
Ortho Molecular Products, Inc. 401(K) PlanOrtho Molecular Products, Inc.$30,046,0902023
Marle Inc. 401(K) PlanMarle Inc.$1,491,4992023
Specialized Womens Profit Sharing PlanSpecialized Womens Wellness Center$667,3482023
Sixpac Inc 401k Profit Sharing PlanSixpac Inc$427,6132023
Maria Ejsbrenner, Dds, Pc Profit Sharing PlanMaria Ejsbrenner, Dds, Pc$377,7672023

Related Form 5500 pages