Plan5500

Anixter Center Incentive Savings Plan — Form 5500 plan (Lester & Rosalie Anixter Center)

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, Anixter Center Incentive Savings Plan is a benefit plan reported by Lester & Rosalie Anixter Center under EIN 36-2244895 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $7,783,010 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lester & Rosalie Anixter Center
EIN
36-2244895
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
243
End-of-year plan assets
$7,783,010

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20250225140235NAL0018929136001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,783,010
Total liabilities (EOY)
$0
Net assets (EOY)
$7,783,010
Net assets (BOY)
$6,401,522

Income & contributions

Participant contributions
$438,386
Total contributions
$439,584
Total income / additions
$1,726,619

Expenses & distributions

Benefits paid
$288,914
Administrative expenses
$51,409
Total expenses
$345,131
Net increase / (decrease)
$1,381,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow Financial IncINVESTMENT/FINANCIAL ADVI$23,207$02023
Adp, Inc.RECORD KEEPER$23,069$02023
Bdo Usa , LlpACCOUNTANT$16,736$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages