2023 Form 5500 filing — Neal, Gerber & Eisenberg Profit Sharing/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 20241014114124NAL0052091554001) for Neal, Gerber & Eisenberg Profit Sharing/401(K) Plan, reported by Neal, Gerber & Eisenberg Llp under EIN 36-3532950 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114124NAL0052091554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neal, Gerber & Eisenberg Llp
- EIN
- 36-3532950
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,366,195
- Net assets (EOY)
- $174,366,195
- Employer contributions
- $4,265,724
- Participant contributions
- $2,778,206
- Total income / additions
- $32,024,419
- Benefits paid
- $6,434,993
- Administrative expenses
- $156,825
- Total expenses
- $6,591,818
- Net increase / (decrease)
- $25,432,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Investment Advisers Inc | NONE | $60,519 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $28,047 | not reported in the loaded dataset |
| Rappaport Reiches Capital Mana | NONE | $17,231 | not reported in the loaded dataset |
| Buckingham Strategic Wealth Ll | NONE | $14,655 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $11,334 | $41 |
| Corient Private Wealth LLC | NONE | $10,548 | not reported in the loaded dataset |
| Savant Capital LLC | NONE | $9,721 | not reported in the loaded dataset |
| Strategic Wealth Partners Grou | NONE | $5,099 | not reported in the loaded dataset |