Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust — Form 5500 plan (Solomon Cordwell Buenz)
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, Solomon Cordwell Buenz Employees' Profit Sharing And Savings Plan And Trust is a benefit plan reported by Solomon Cordwell Buenz under EIN 36-2643058 and plan number 002. The latest loaded filing year is 2023. The filing reports 561 participants and $46,098,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solomon Cordwell Buenz
- EIN
- 36-2643058
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 561
- End-of-year plan assets
- $46,098,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 561 | H, C | 20241015160427NAL0050345552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,098,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,098,471
- Net assets (BOY)
- $41,216,095
Income & contributions
- Employer contributions
- $595,260
- Participant contributions
- $2,671,857
- Total contributions
- $3,483,584
- Total income / additions
- $9,406,156
Expenses & distributions
- Benefits paid
- $4,291,649
- Administrative expenses
- $232,131
- Total expenses
- $4,523,780
- Net increase / (decrease)
- $4,882,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair & Company LLC | INVESTMENT ADVISOR | $105,046 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $58,974 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solomon Cordwell Buenz
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- William Blair & Company LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation