Sheehan Nagle Hartray Architects Profit Sharing 401(K) Plan — Form 5500 plan (Sheehan Nagle Hartray Architects)
Plain-English plan 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, Sheehan Nagle Hartray Architects Profit Sharing 401(K) Plan is a benefit plan reported by Sheehan Nagle Hartray Architects under EIN 20-1771629 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheehan Nagle Hartray Architects
- EIN
- 20-1771629
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241011111605NAL0038547024001 |
| 2023 | 160 | H, C | 20241218173627NAL0003467985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,838,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,838,449
- Net assets (BOY)
- $12,296,099
Income & contributions
- Employer contributions
- $318,620
- Participant contributions
- $875,915
- Total contributions
- $1,242,202
- Total income / additions
- $3,305,598
Expenses & distributions
- Benefits paid
- $5,758,730
- Administrative expenses
- $4,518
- Total expenses
- $5,763,248
- Net increase / (decrease)
- -$2,457,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carnow And Associates, Ltd. | THIRD PARTY ADMINISTRATO | $0 | $6,330 | 2023 |
| Voya Retirement Insurance Company | SERVICE PROVIDER | not reported in the loaded dataset | $0 | 2023 |