Masuda, Funai, Eifert & Mitchell, Ltd. — 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, Masuda, Funai, Eifert & Mitchell, Ltd. (EIN 36-3125637) 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
36-3125637
Location
Chicago, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$49,976,772
Total reported liabilities (EOY)
$33,410
Total reported net assets (EOY)
$49,943,362

Contributions & income

Employer contributions
$750,000
Participant contributions
$891,398
Total income / additions
$10,219,919

Expenses & distributions

Benefits paid / distributions
$6,831,485
Total expenses
$6,886,950
Net increase / (decrease)
$3,332,969

Coverage

Total reported participants
121
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

Masuda, Funai, Eifert & Mitchell, Ltd. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Masuda, Funai, Eifert & Mitchell, Ltd Profit Sharing 401(K) Retirement Plan001121$49,976,7722023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Masuda, Funai, Eifert & Mitchell, Ltd.
YearPlanParticipantsSchedulesFiling
2023Masuda, Funai, Eifert & Mitchell, Ltd Profit Sharing 401(K) Retirement Plan121H, C20241003165658NAL0005937971001

Related Form 5500 pages