2023 Form 5500 filing — Blitt & Gaines, P.C. Profit Sharing 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 20241010142735NAL0021243697001) for Blitt & Gaines, P.C. Profit Sharing Plan And Trust, reported by Blitt And Gaines, P.C. under EIN 36-3871864 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.7MReported net assets$11,653,639
Participants278
Provider compensation$42.3K4 Schedule C row(s)$42,278
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010142735NAL0021243697001
Plan sponsor
Blitt And Gaines, P.C.
EIN
36-3871864
Plan number
001
Location
Vernon Hills, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$197.8K
Benefits paid / distributions$159.2K
Contributions
Employer$668.1K
Participant$767.4K
Full reported line items
Total assets (EOY)
$11,653,639
Total liabilities (EOY)
$0
Net assets (EOY)
$11,653,639
Employer contributions
$668,072
Participant contributions
$767,374
Total income / additions
$3,053,896
Benefits paid
$159,238
Administrative expenses
$38,519
Total expenses
$197,757
Net increase / (decrease)
$2,856,139
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    FINANCIAL ADVISOR · Direct $31.5K
  2. 2
    RECORDKEEPER · Direct $7K
  3. 3
    CUSTODIAN · Direct $0 · Indirect $3.8K
  4. 4
    CUSTODIAN · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010142735NAL0021243697001 cover?
It is the 2023 Form 5500 filing for Blitt & Gaines, P.C. Profit Sharing Plan And Trust, reported by Blitt And Gaines, P.C. (EIN 36-3871864).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages