Shaker Advertising Agency Employees' 401(K) Plan — Form 5500 plan (Shaker Advertising Agency)
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, Shaker Advertising Agency Employees' 401(K) Plan is a benefit plan reported by Shaker Advertising Agency under EIN 36-2683937 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $19,461,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shaker Advertising Agency
- EIN
- 36-2683937
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Park, IL
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $19,461,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240918120930NAL0007755600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,461,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,461,350
- Net assets (BOY)
- $14,176,263
Income & contributions
- Employer contributions
- $788,440
- Participant contributions
- $1,578,066
- Total contributions
- $2,681,944
- Total income / additions
- $5,790,856
Expenses & distributions
- Benefits paid
- $416,826
- Administrative expenses
- $88,943
- Total expenses
- $505,769
- Net increase / (decrease)
- $5,285,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,942 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |