2023 Form 5500 filing — Million Dollar Round Table 401(K) Thrift 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 20241015123026NAL0056136994001) for Million Dollar Round Table 401(K) Thrift Plan, reported by Million Dollar Round Table under EIN 36-2138427 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123026NAL0056136994001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Million Dollar Round Table
- EIN
- 36-2138427
- Plan number
- 002
- Location
- Park Ridge, IL
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,502,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,502,036
- Employer contributions
- $284,423
- Participant contributions
- $1,023,438
- Total income / additions
- $3,870,658
- Benefits paid
- $1,443,819
- Administrative expenses
- $64,277
- Total expenses
- $1,508,180
- Net increase / (decrease)
- $2,362,478
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,744 | $0 |
| Principal Securities Inc | INVESTMENT ADVISOR | $25,056 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,156 | not reported in the loaded dataset |