Employment & Employer Services, Inc Retirement Savings Plan — Form 5500 plan (Employment & Employer Services, Inc.)
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, Employment & Employer Services, Inc Retirement Savings Plan is a benefit plan reported by Employment & Employer Services, Inc. under EIN 36-3242702 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $6,796,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employment & Employer Services, Inc.
- EIN
- 36-3242702
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $6,796,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241002160907NAL0009114497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,796,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,796,328
- Net assets (BOY)
- $6,329,626
Income & contributions
- Employer contributions
- $87,364
- Participant contributions
- $343,161
- Total contributions
- $430,525
- Total income / additions
- $1,248,835
Expenses & distributions
- Benefits paid
- $688,136
- Administrative expenses
- $81,075
- Total expenses
- $782,133
- Net increase / (decrease)
- $466,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mitchell & Titus, Llp | AUDITOR | $29,000 | not reported in the loaded dataset | 2023 |
| Rothschild Investment Corporation | INVESTMENT ADVISOR | $22,370 | not reported in the loaded dataset | 2023 |
| Howard Simon & Associates, Inc. | THIRD PARTY ADMIN | $8,355 | $6,391 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employment & Employer Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mitchell & Titus, Llp — Schedule C compensation
- Rothschild Investment Corporation — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation