How many benefit plans does Solomon Cordwell Buenz report on Form 5500?

Solomon Cordwell Buenz (EIN 36-2643058) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Solomon Cordwell Buenz?

The Employer Identification Number (EIN) reported for Solomon Cordwell Buenz is 36-2643058.

What is the latest Form 5500 filing year for Solomon Cordwell Buenz?

The latest loaded Form 5500 filing year for Solomon Cordwell Buenz is 2023.

Solomon Cordwell Buenz — 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, Solomon Cordwell Buenz (EIN 36-2643058) is a plan sponsor located in Chicago, IL with 1 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: 36-2643058
Location: Chicago, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $46,098,471
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $46,098,471

Contributions & income

Employer contributions: $595,260
Participant contributions: $2,671,857
Total income / additions: $9,406,156

Expenses & distributions

Benefits paid / distributions: $4,291,649
Total expenses: $4,523,780
Net increase / (decrease): $4,882,376

Coverage

Total reported participants: 907
Plans with financial statements: 1
Plans with provider compensation: 1

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

Solomon Cordwell Buenz plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust	002	561	$46,098,471	2023
Solomon, Cordwell, Buenz & Associates, Inc. Flexible Compensation Plan	501	346	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Solomon Cordwell Buenz
Year	Plan	Participants	Schedules	Filing
2023	Solomon, Cordwell, Buenz & Associates, Inc. Flexible Compensation Plan	346	—	20241001184419NAL0007263121001
2023	Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust	561	H, C	20241015160427NAL0050345552001