2023 Form 5500 filing — Anixter Center Incentive Savings 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 20250225140235NAL0018929136001) for Anixter Center Incentive Savings Plan, reported by Lester & Rosalie Anixter Center under EIN 36-2244895 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225140235NAL0018929136001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lester & Rosalie Anixter Center
- EIN
- 36-2244895
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,783,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,783,010
- Participant contributions
- $438,386
- Total income / additions
- $1,726,619
- Benefits paid
- $288,914
- Administrative expenses
- $51,409
- Total expenses
- $345,131
- Net increase / (decrease)
- $1,381,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Inc | INVESTMENT/FINANCIAL ADVI | $23,207 | $0 |
| Adp, Inc. | RECORD KEEPER | $23,069 | $0 |
| Bdo Usa , Llp | ACCOUNTANT | $16,736 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |