M & J Wilkow Profit Sharing & 401(K) Plan — Form 5500 plan (M & J Wilkow)
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, M & J Wilkow Profit Sharing & 401(K) Plan is a benefit plan reported by M & J Wilkow under EIN 36-3683868 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $12,520,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M & J Wilkow
- EIN
- 36-3683868
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $12,520,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241002152700NAL0008554449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,520,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,520,365
- Net assets (BOY)
- $10,318,024
Income & contributions
- Employer contributions
- $98,463
- Participant contributions
- $1,027,984
- Total contributions
- $1,131,413
- Total income / additions
- $2,789,877
Expenses & distributions
- Benefits paid
- $535,554
- Administrative expenses
- $51,982
- Total expenses
- $587,536
- Net increase / (decrease)
- $2,202,341
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners | ADVISOR | $27,226 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $24,756 | $0 | 2023 |