Codilis & Associates, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (Codilis & Associates, P.C.)
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, Codilis & Associates, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by Codilis & Associates, P.C. under EIN 36-3258748 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $30,915,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Codilis & Associates, P.C.
- EIN
- 36-3258748
- Plan number
- 001
- Plan type
- 2
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $30,915,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20240826141619NAL0005504355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,915,172
- Total liabilities (EOY)
- $1,936
- Net assets (EOY)
- $30,913,236
- Net assets (BOY)
- $25,881,718
Income & contributions
- Employer contributions
- $270,355
- Participant contributions
- $1,143,517
- Total contributions
- $1,467,815
- Total income / additions
- $6,471,926
Expenses & distributions
- Benefits paid
- $1,327,583
- Administrative expenses
- $112,825
- Total expenses
- $1,440,408
- Net increase / (decrease)
- $5,031,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | NONE | $82,838 | $0 | 2023 |
| Lpl Financial LLC | NONE | $0 | $39,844 | 2023 |
| Howard Simon & Associates, Inc. | NONE | $20,694 | not reported in the loaded dataset | 2023 |
| Active Core - Vanguard Target Date | NONE | $7,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Codilis & Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Burr Ridge, IL
- Nationwide — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation
- Active Core - Vanguard Target Date — Schedule C compensation