Logs Legal Network 401(K) Plan — Form 5500 plan (Law Office Of Gerald M. Shapiro)

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, Logs Legal Network 401(K) Plan is a benefit plan reported by Law Office Of Gerald M. Shapiro under EIN 36-3611018 and plan number 001. The latest loaded filing year is 2023. The filing reports 721 participants and $40,005,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Law Office Of Gerald M. Shapiro
EIN
36-3611018
Plan number
001
Plan type
2
Location
Bannockburn, IL
Latest filing year
2023
Participants
721
End-of-year plan assets
$40,005,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023721H, C20241008061007NAL0009433123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,005,907
Total liabilities (EOY)
$0
Net assets (EOY)
$40,005,907
Net assets (BOY)
$34,914,837

Income & contributions

Employer contributions
$158,584
Participant contributions
$1,705,943
Total contributions
$2,040,901
Total income / additions
$8,563,924

Expenses & distributions

Benefits paid
$3,355,667
Administrative expenses
$93,499
Total expenses
$3,472,854
Net increase / (decrease)
$5,091,070

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$48,499$02023
Mma Securities LLCINVESTMENT/FINANCIAL ADVI$22,500$02023

Related Form 5500 pages