2023 Form 5500 filing — Much Shelist 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 20250220135844NAL0004226323001) for Much Shelist Profit Sharing Plan And Trust, reported by Much Shelist, P.C. under EIN 36-2757501 and plan number 005. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220135844NAL0004226323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Much Shelist, P.C.
- EIN
- 36-2757501
- Plan number
- 005
- Location
- Chicago, IL
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,679,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,679,777
- Employer contributions
- $240,050
- Participant contributions
- $2,164,722
- Total income / additions
- $10,952,077
- Benefits paid
- $4,068,932
- Administrative expenses
- $126,073
- Total expenses
- $4,195,005
- Net increase / (decrease)
- $6,757,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | ADVISOR | $102,556 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,950 | $0 |