Round Lake, 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, Round Lake, IL has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $21,876,220 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $21,876,220
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $21,876,220
Contributions & income
- Employer contributions
- $450,452
- Participant contributions
- $628,356
- Total income / additions
- $4,627,574
Expenses & distributions
- Benefits paid / distributions
- $5,307,658
- Total expenses
- $5,402,837
- Net increase / (decrease)
- -$775,263
Coverage
- Total reported participants
- 279
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Round Lake, 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 |
|---|---|---|---|
| The Grieve Corporation Profit Sharing Plan | The Grieve Corporation | $10,324,440 | 2023 |
| Employees' Profit Sharing Plan Of Ace Hardware Home Center | Ace Hardware Home Center Of Round Lake, Inc. | $8,079,042 | 2023 |
| The Grieve Corporation 401(K) Plan | The Grieve Corporation | $3,259,791 | 2023 |
| Thoughtwave Solutions, Inc. 401k Profit Sharing Plan | Thoughtwave Solutions, Inc. | $116,031 | 2023 |
| Dersonley3 Inc. Retirement Plan | Dersonley3 Inc. | $69,616 | 2023 |
| Maid With Care Retirement Plan | Maid With Care, Inc. | $27,300 | 2023 |
Largest plans in Round Lake → · Round Lake plans by participants → · Round Lake plans with financial data → · Round Lake plans with provider compensation → · $1B+ plans in Round Lake →
Related Form 5500 pages
- All IL Form 5500 filings
- The Grieve Corporation Profit Sharing Plan (plan 001)
- The Grieve Corporation — all reported plans
- Employees' Profit Sharing Plan Of Ace Hardware Home Center (plan 001)
- Ace Hardware Home Center Of Round Lake, Inc. — all reported plans
- The Grieve Corporation 401(K) Plan (plan 003)
- Thoughtwave Solutions, Inc. 401k Profit Sharing Plan (plan 001)
- Thoughtwave Solutions, Inc. — all reported plans
- Dersonley3 Inc. Retirement Plan (plan 001)
- Dersonley3 Inc. — all reported plans
- Maid With Care Retirement Plan (plan 001)
- Maid With Care, Inc. — all reported plans
- Methodology
- Data sources