Easter Seals Metropolitan Chicago, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Easter Seals Metropolitan Chicago, Inc.)
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, Easter Seals Metropolitan Chicago, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Easter Seals Metropolitan Chicago, Inc. under EIN 36-2169153 and plan number 002. The latest loaded filing year is 2023. The filing reports 683 participants and $15,007,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Seals Metropolitan Chicago, Inc.
- EIN
- 36-2169153
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 683
- End-of-year plan assets
- $15,007,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 683 | H, C | 20241014152324NAL0027700017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,007,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,007,372
- Net assets (BOY)
- $12,915,046
Income & contributions
- Employer contributions
- $1,213,918
- Participant contributions
- $895,271
- Total contributions
- $2,170,364
- Total income / additions
- $4,319,858
Expenses & distributions
- Benefits paid
- $2,118,844
- Administrative expenses
- $57,211
- Total expenses
- $2,227,532
- Net increase / (decrease)
- $2,092,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $30,486 | $0 | 2023 |
| Sassetti LLC | ACCOUNTANT/AUDITOR | $26,725 | not reported in the loaded dataset | 2023 |
| Woodbury Financial Services Inc | ADVISOR | $0 | $19,837 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Seals Metropolitan Chicago, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Fidelity Workplace Services, LLC — Schedule C compensation
- Sassetti LLC — Schedule C compensation
- Woodbury Financial Services Inc — Schedule C compensation