Aids Foundation Of Chicago Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Aids Foundation Of Chicago)
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, Aids Foundation Of Chicago Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Aids Foundation Of Chicago under EIN 36-3412054 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $6,239,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aids Foundation Of Chicago
- EIN
- 36-3412054
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $6,239,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20241008142303NAL0017778449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,239,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,239,884
- Net assets (BOY)
- $4,833,185
Income & contributions
- Employer contributions
- $516,737
- Participant contributions
- $405,521
- Total contributions
- $930,104
- Total income / additions
- $1,789,279
Expenses & distributions
- Benefits paid
- $343,473
- Administrative expenses
- $35,071
- Total expenses
- $382,580
- Net increase / (decrease)
- $1,406,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $16,879 | $0 | 2023 |
| Merrill Lynch | SERVICE PROVIDER | $13,159 | $0 | 2023 |
| Carnow And Associates, Ltd. | TPA | $3,500 | $0 | 2023 |