2023 Form 5500 filing — Batescarey Llp Profit Sharing Plan And Trust With Cash Or Deferred 401(K) Features
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904151305NAL0020369137001) for Batescarey Llp Profit Sharing Plan And Trust With Cash Or Deferred 401(K) Features, reported by Batescarey Llp under EIN 36-4321906 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904151305NAL0020369137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Batescarey Llp
- EIN
- 36-4321906
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,311,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,311,221
- Employer contributions
- $1,411,642
- Participant contributions
- $1,113,911
- Total income / additions
- $11,358,536
- Benefits paid
- $3,221,511
- Administrative expenses
- $119,262
- Total expenses
- $3,340,773
- Net increase / (decrease)
- $8,017,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $121,975 | $0 |
| Onedigital Investment | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Hunter Benefits Consulting Group In | THIRD PARTY ADMINISTRATO | $600 | $24,702 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,018 | not reported in the loaded dataset |