2023 Form 5500 filing — Marshall, Gerstein & Borun Llp Salary Savings & Profit Sharing 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 20241015120014NAL0029507649001) for Marshall, Gerstein & Borun Llp Salary Savings & Profit Sharing Plan, reported by Marshall, Gerstein & Borun Llp under EIN 36-2353598 and plan number 004. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120014NAL0029507649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marshall, Gerstein & Borun Llp
- EIN
- 36-2353598
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,959,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,959,403
- Employer contributions
- $2,684,463
- Participant contributions
- $2,613,360
- Total income / additions
- $27,892,468
- Benefits paid
- $7,479,380
- Administrative expenses
- $84,162
- Total expenses
- $7,563,542
- Net increase / (decrease)
- $20,328,926
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners Retirement Plan | ADVISOR | $38,016 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $22,612 | $0 |
| Cibc Private Wealth Advisers Inc | OTHER SERVICES | $21,861 | not reported in the loaded dataset |