Lake Bluff, 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 Bluff, IL has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $146,293,171 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $146,293,171
- Total reported liabilities (EOY)
- $58,950
- Total reported net assets (EOY)
- $146,234,221
Contributions & income
- Employer contributions
- $3,346,546
- Participant contributions
- $8,524,073
- Total income / additions
- $39,822,614
Expenses & distributions
- Benefits paid / distributions
- $8,765,777
- Total expenses
- $9,084,663
- Net increase / (decrease)
- $30,737,951
Coverage
- Total reported participants
- 5,721
- Plans with financial statements
- 12
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lake Bluff, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Mariani Enterprises 401(K) Savings Plan | Mariani Enterprises LLC | $42,801,789 | 2023 |
| Terlato Wine Group, Ltd. Savings And Retirement Plan | Terlato Wine Group, Ltd. | $39,232,885 | 2023 |
| Karl Knauz Motors, Inc. 401(K)/Profit Sharing Plan | Karl Knauz Motors, Inc. | $30,912,959 | 2023 |
| Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan | Scott Byron & Co., Inc. | $11,056,416 | 2023 |
| Adams Machinery Company Employees Profit-Sharing Plan And Trust | Adams Machinery Company | $8,456,370 | 2023 |
| Homewerks Worldwide LLC 401(K) | Homewerks Worldwide LLC | $6,980,464 | 2023 |
| Northshore Dermatology, Sc Profit Sharing Plan | Northshore Dermatology Center, S.C. | $2,791,214 | 2023 |
| Amended Charles S. James, D.D.S., Ltd. Pension Plan And Trust | Charles S. James, D.D.S., Ltd. | $2,570,662 | 2023 |
| Urgence Corporation Retirement Plan | Urgence Corporation | $584,374 | 2023 |
| Apex Signs & Graphics, Inc. Retirement Plan | Apex Signs & Graphics, Inc. | $458,405 | 2023 |
| Knollwood Animal Hospital Retirement Savings Plan | Knollwood Animal Hospital, Pc | $355,950 | 2023 |
| Pride Usa Profit Sharing & 401(K) Plan & Trust | Pride Usa, Inc. | $91,683 | 2023 |
| Terlato Wine Group Welfare Benefit Plan | Terlato Wine Group | not reported in the loaded dataset | 2023 |
| Karl Knauz Motors Inc Employee Benefits Plan | Karl Knauz Motors Inc | not reported in the loaded dataset | 2023 |
| Mariani Enterprises Employee Benefits Plan | Mariani Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Homewerks Worldwide, LLC Employee Benefits Plan | Homewerks Worldwide, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Lake Bluff → · Lake Bluff plans by participants → · Lake Bluff plans with financial data → · Lake Bluff plans with provider compensation → · $1B+ plans in Lake Bluff →
Related Form 5500 pages
- All IL Form 5500 filings
- Mariani Enterprises 401(K) Savings Plan (plan 001)
- Mariani Enterprises LLC — all reported plans
- Terlato Wine Group, Ltd. Savings And Retirement Plan (plan 001)
- Terlato Wine Group, Ltd. — all reported plans
- Karl Knauz Motors, Inc. 401(K)/Profit Sharing Plan (plan 001)
- Karl Knauz Motors, Inc. — all reported plans
- Scott Byron & Co. , Inc. Salary Savings And Profit Sharing Plan (plan 002)
- Scott Byron & Co., Inc. — all reported plans
- Adams Machinery Company Employees Profit-Sharing Plan And Trust (plan 001)
- Adams Machinery Company — all reported plans
- Homewerks Worldwide LLC 401(K) (plan 001)
- Homewerks Worldwide LLC — all reported plans
- Northshore Dermatology, Sc Profit Sharing Plan (plan 001)
- Northshore Dermatology Center, S.C. — all reported plans
- Amended Charles S. James, D.D.S., Ltd. Pension Plan And Trust (plan 002)
- Charles S. James, D.D.S., Ltd. — all reported plans
- Urgence Corporation Retirement Plan (plan 001)
- Urgence Corporation — all reported plans
- Apex Signs & Graphics, Inc. Retirement Plan (plan 001)
- Apex Signs & Graphics, Inc. — all reported plans
- Knollwood Animal Hospital Retirement Savings Plan (plan 001)
- Knollwood Animal Hospital, Pc — all reported plans
- Pride Usa Profit Sharing & 401(K) Plan & Trust (plan 001)
- Pride Usa, Inc. — all reported plans
- Terlato Wine Group Welfare Benefit Plan (plan 501)
- Karl Knauz Motors Inc Employee Benefits Plan (plan 502)
- Mariani Enterprises Employee Benefits Plan (plan 501)
- Methodology
- Data sources