Shorewood, 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, Shorewood, IL has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $13,302,836 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,302,836
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,302,836

Contributions & income

Employer contributions
$233,278
Participant contributions
$729,591
Total income / additions
$3,536,509

Expenses & distributions

Benefits paid / distributions
$2,610,324
Total expenses
$2,660,181
Net increase / (decrease)
$876,328

Coverage

Total reported participants
282
Plans with financial statements
9
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shorewood, 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 Shorewood, IL
PlanSponsorReported assets (EOY)Year
Healthcare Information Services, L.L.C. Profit Sharing 401(K) PlanHealthcare Information Services, L.L.C.$4,620,1882023
Prodehl Management Group Inc 401(K) PlanProdehl Management Group Inc.$4,246,7282023
Paramo Management & Consulting 401kParamo Management & Consulting Company$2,355,4022023
Jlh Land Surveying Inc Retirement PlanJlh Land Surveying Inc$1,266,8132023
Shorewood Dtg Shirts And More Incorporated 401(K)Profit Sharing PlanShorewood Dtg Shirts And More Incorporated$253,5982023
Medely Home Services, Inc. 401k Profit Sharing PlanMedely Home Services, Inc.$226,5942023
Cooksy'S Mobile Services, Inc. Retirement PlanCooksy'S Mobile Services, Inc.$169,9972023
Westberg Corporation Profit Sharing PlanWestberg Corporation$119,2302023
Mb5ive Inc. 401(K) PlanMb5ive Inc.$44,2862023

Related Form 5500 pages