2023 Form 5500 filing — Shaker Advertising Agency Employees' 401(K) Plan
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 20240918120930NAL0007755600001) for Shaker Advertising Agency Employees' 401(K) Plan, reported by Shaker Advertising Agency under EIN 36-2683937 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918120930NAL0007755600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shaker Advertising Agency
- EIN
- 36-2683937
- Plan number
- 001
- Location
- Oak Park, IL
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,461,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,461,350
- Employer contributions
- $788,440
- Participant contributions
- $1,578,066
- Total income / additions
- $5,790,856
- Benefits paid
- $416,826
- Administrative expenses
- $88,943
- Total expenses
- $505,769
- Net increase / (decrease)
- $5,285,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,942 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |