C. E. Niehoff & Co. Employee Stock Ownership Plan — Form 5500 plan (C. E. Niehoff & Co.)
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, C. E. Niehoff & Co. Employee Stock Ownership Plan is a benefit plan reported by C. E. Niehoff & Co. under EIN 20-2346619 and plan number 003. The latest loaded filing year is 2023. The filing reports 403 participants and $73,600,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. E. Niehoff & Co.
- EIN
- 20-2346619
- Plan number
- 003
- Plan type
- 2
- Location
- Evanston, IL
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $73,600,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240917104154NAL0002664273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,600,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,600,519
- Net assets (BOY)
- $63,248,712
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $13,504,891
Expenses & distributions
- Benefits paid
- $3,033,181
- Administrative expenses
- $119,903
- Total expenses
- $3,153,084
- Net increase / (decrease)
- $10,351,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Wealth Management | TRUSTEE/CUSTODIAN | $99,653 | $0 | 2023 |
| Sikich Cpa LLC | ACCOUNTANT | $20,000 | not reported in the loaded dataset | 2023 |