How many benefit plans does Million Dollar Round Table report on Form 5500?

Million Dollar Round Table (EIN 36-2138427) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Million Dollar Round Table?

The Employer Identification Number (EIN) reported for Million Dollar Round Table is 36-2138427.

What is the latest Form 5500 filing year for Million Dollar Round Table?

The latest loaded Form 5500 filing year for Million Dollar Round Table is 2023.

Million Dollar Round Table — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Million Dollar Round Table (EIN 36-2138427) is a plan sponsor located in Park Ridge, IL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-2138427
Location: Park Ridge, IL
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $37,190,389
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $37,190,389

Contributions & income

Employer contributions: $2,397,615
Participant contributions: $1,023,438
Total income / additions: $8,235,345

Expenses & distributions

Benefits paid / distributions: $2,498,043
Total expenses: $2,658,187
Net increase / (decrease): $5,577,158

Coverage

Total reported participants: 434
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Million Dollar Round Table plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Million Dollar Round Table 401(K) Thrift Plan	002	156	$19,502,036	2023
Million Dollar Round Table Retirement Plan	001	151	$17,688,353	2023
Million Dollar Round Table Employee Benefits Plan	501	127	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Million Dollar Round Table
Year	Plan	Participants	Schedules	Filing
2023	Million Dollar Round Table Retirement Plan	151	H, C	20241014175710NAL0013715123001
2023	Million Dollar Round Table 401(K) Thrift Plan	156	H, C	20241015123026NAL0056136994001
2023	Million Dollar Round Table Employee Benefits Plan	127	—	20250204143130NAL0003999315001