Tressler Llp 401(K) Retirement Plan — Form 5500 plan (Tressler Llp)
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, Tressler Llp 401(K) Retirement Plan is a benefit plan reported by Tressler Llp under EIN 36-3447958 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $37,716,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tressler Llp
- EIN
- 36-3447958
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $37,716,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241003160603NAL0010142401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,716,925
- Total liabilities (EOY)
- $100,964
- Net assets (EOY)
- $37,615,961
- Net assets (BOY)
- $33,018,467
Income & contributions
- Employer contributions
- $203,365
- Participant contributions
- $1,287,990
- Total contributions
- $1,561,968
- Total income / additions
- $6,860,232
Expenses & distributions
- Benefits paid
- $2,031,824
- Administrative expenses
- $101,686
- Total expenses
- $2,262,738
- Net increase / (decrease)
- $4,597,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,036 | $0 | 2023 |