Amalgamated Bank Of Chicago Salaried Employees' Profit Sharing Plan — Form 5500 plan (Amalgamated Bank Of Chicago)

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, Amalgamated Bank Of Chicago Salaried Employees' Profit Sharing Plan is a benefit plan reported by Amalgamated Bank Of Chicago under EIN 36-0721895 and plan number 003. The latest loaded filing year is 2023. The filing reports 143 participants and $26,745,162 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amalgamated Bank Of Chicago
EIN
36-0721895
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
143
End-of-year plan assets
$26,745,162

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241014114252NAL0045831296001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,745,162
Net assets (EOY)
$26,745,162
Net assets (BOY)
$25,542,531

Income & contributions

Employer contributions
$771,598
Participant contributions
$1,119,982
Total contributions
$2,355,498
Total income / additions
$5,841,267

Expenses & distributions

Benefits paid
$4,585,299
Administrative expenses
$53,337
Total expenses
$4,638,636
Net increase / (decrease)
$1,202,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$53,336not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$86$02023

Related Form 5500 pages