2023 Form 5500 filing — Chicago Urban League 401(K) Profit Sharing Plan & 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 20250130114625NAL0000500243001) for Chicago Urban League 401(K) Profit Sharing Plan & Trust, reported by Chicago Urban League under EIN 36-2225483 and plan number 003. It reports 171 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)$3.5MReported net assets$3,461,507
Participants171
Provider compensation$9.1K1 Schedule C row(s)$9,055
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250130114625NAL0000500243001
Plan sponsor
Chicago Urban League
EIN
36-2225483
Plan number
003
Location
Chicago, IL
Received date
not reported in the loaded dataset
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$750.2K
Total expenses$99K
Benefits paid / distributions$88.6K
Contributions
Employer$132.2K
Participant$156.7K
Full reported line items
Total assets (EOY)
$3,461,507
Total liabilities (EOY)
$0
Net assets (EOY)
$3,461,507
Employer contributions
$132,213
Participant contributions
$156,658
Total income / additions
$750,216
Benefits paid
$88,643
Administrative expenses
$10,360
Total expenses
$99,003
Net increase / (decrease)
$651,213

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rothschild Investment CorpADVISOR$9,055not reported in the loaded dataset

Related Form 5500 pages