2023 Form 5500 filing — Aids Foundation Of Chicago Profit Sharing 401(K) Plan And Trust
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 20241008142303NAL0017778449001) for Aids Foundation Of Chicago Profit Sharing 401(K) Plan And Trust, reported by Aids Foundation Of Chicago under EIN 36-3412054 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142303NAL0017778449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aids Foundation Of Chicago
- EIN
- 36-3412054
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,239,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,239,884
- Employer contributions
- $516,737
- Participant contributions
- $405,521
- Total income / additions
- $1,789,279
- Benefits paid
- $343,473
- Administrative expenses
- $35,071
- Total expenses
- $382,580
- Net increase / (decrease)
- $1,406,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $16,879 | $0 |
| Merrill Lynch | SERVICE PROVIDER | $13,159 | $0 |
| Carnow And Associates, Ltd. | TPA | $3,500 | $0 |