How many benefit plans does Codilis & Associates, P.C. report on Form 5500?

Codilis & Associates, P.C. (EIN 36-3258748) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Codilis & Associates, P.C.?

The Employer Identification Number (EIN) reported for Codilis & Associates, P.C. is 36-3258748.

What is the latest Form 5500 filing year for Codilis & Associates, P.C.?

The latest loaded Form 5500 filing year for Codilis & Associates, P.C. is 2023.

Codilis & Associates, P.C. — 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, Codilis & Associates, P.C. (EIN 36-3258748) is a plan sponsor located in Burr Ridge, 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: 36-3258748
Location: Burr Ridge, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,915,172
Total reported liabilities (EOY): $1,936
Total reported net assets (EOY): $30,913,236

Contributions & income

Employer contributions: $270,355
Participant contributions: $1,143,517
Total income / additions: $6,471,926

Expenses & distributions

Benefits paid / distributions: $1,327,583
Total expenses: $1,440,408
Net increase / (decrease): $5,031,518

Coverage

Total reported participants: 677
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

Codilis & Associates, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Codilis & Associates, P. C. 401(K) Profit Sharing Plan	001	373	$30,915,172	2023
Codilis & Associates, P.C. Welfare Benefit Plan	501	304	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 Codilis & Associates, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Codilis & Associates, P. C. 401(K) Profit Sharing Plan	373	H, C	20240826141619NAL0005504355001
2023	Codilis & Associates, P.C. Welfare Benefit Plan	304	—	20240903142821NAL0038976498001