Neal, Gerber & Eisenberg Profit Sharing/401(K) Plan — Form 5500 plan (Neal, Gerber & Eisenberg 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, Neal, Gerber & Eisenberg Profit Sharing/401(K) Plan is a benefit plan reported by Neal, Gerber & Eisenberg Llp under EIN 36-3532950 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $174,366,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neal, Gerber & Eisenberg Llp
- EIN
- 36-3532950
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $174,366,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241014114124NAL0052091554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,366,195
- Net assets (EOY)
- $174,366,195
- Net assets (BOY)
- $148,661,359
Income & contributions
- Employer contributions
- $4,265,724
- Participant contributions
- $2,778,206
- Total contributions
- $7,373,038
- Total income / additions
- $32,024,419
Expenses & distributions
- Benefits paid
- $6,434,993
- Administrative expenses
- $156,825
- Total expenses
- $6,591,818
- Net increase / (decrease)
- $25,432,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| At Investment Advisers Inc | NONE | $60,519 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $28,047 | not reported in the loaded dataset | 2023 |
| Rappaport Reiches Capital Mana | NONE | $17,231 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Wealth Ll | NONE | $14,655 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $11,334 | $41 | 2023 |
| Corient Private Wealth LLC | NONE | $10,548 | not reported in the loaded dataset | 2023 |
| Savant Capital LLC | NONE | $9,721 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Partners Grou | NONE | $5,099 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neal, Gerber & Eisenberg Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- At Investment Advisers Inc — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Rappaport Reiches Capital Mana — Schedule C compensation
- Buckingham Strategic Wealth Ll — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Savant Capital LLC — Schedule C compensation
- Strategic Wealth Partners Grou — Schedule C compensation