Marshall, Gerstein & Borun Llp Salary Savings & Profit Sharing Plan — Form 5500 plan (Marshall, Gerstein & Borun Llp)
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, Marshall, Gerstein & Borun Llp Salary Savings & Profit Sharing Plan is a benefit plan reported by Marshall, Gerstein & Borun Llp under EIN 36-2353598 and plan number 004. The latest loaded filing year is 2023. The filing reports 249 participants and $133,959,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marshall, Gerstein & Borun Llp
- EIN
- 36-2353598
- Plan number
- 004
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $133,959,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241015120014NAL0029507649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,959,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $133,959,403
- Net assets (BOY)
- $113,435,748
Income & contributions
- Employer contributions
- $2,684,463
- Participant contributions
- $2,613,360
- Total contributions
- $5,739,123
- Total income / additions
- $27,892,468
Expenses & distributions
- Benefits paid
- $7,479,380
- Administrative expenses
- $84,162
- Total expenses
- $7,563,542
- Net increase / (decrease)
- $20,328,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners Retirement Plan | ADVISOR | $38,016 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $22,612 | $0 | 2023 |
| Cibc Private Wealth Advisers Inc | OTHER SERVICES | $21,861 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marshall, Gerstein & Borun Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Cerity Partners Retirement Plan — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cibc Private Wealth Advisers Inc — Schedule C compensation