Marcheschi, Plankis & Pogore Employee 401k Plan — Form 5500 plan (Marcheschi, Plankis & Pogore)
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, Marcheschi, Plankis & Pogore Employee 401k Plan is a benefit plan reported by Marcheschi, Plankis & Pogore under EIN 36-2996293 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $4,870,905 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marcheschi, Plankis & Pogore
- EIN
- 36-2996293
- Plan number
- 001
- Plan type
- 2
- Location
- Mokena, IL
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $4,870,905
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20241010130201NAL0021007681001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,870,905
- Net assets (EOY)
- $4,870,905
- Net assets (BOY)
- $4,450,001
Income & contributions
- Employer contributions
- $90,677
- Participant contributions
- $113,184
- Total income / additions
- $468,766
Expenses & distributions
- Benefits paid
- $47,862
- Total expenses
- $47,862
- Net increase / (decrease)
- $420,904
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.