2023 Form 5500 filing — Publications International, Ltd. Savings 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 20241007084200NAL0014944001001) for Publications International, Ltd. Savings Plan, reported by Publications International, Ltd. under EIN 36-2638265 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007084200NAL0014944001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Publications International, Ltd.
- EIN
- 36-2638265
- Plan number
- 001
- Location
- Morton Grove, IL
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,695,580
- Net assets (EOY)
- $15,695,580
- Participant contributions
- $508,496
- Total income / additions
- $2,915,977
- Benefits paid
- $1,662,433
- Administrative expenses
- $105,731
- Total expenses
- $1,768,164
- Net increase / (decrease)
- $1,147,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,356 | $0 |
| Creative Planning Department | ADVISOR | $34,865 | not reported in the loaded dataset |
| Baker Tilly Us Llp | AUDITOR | $27,510 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $0 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |