Bartlit Beck Llp 401(K) Plan And Trust — Form 5500 plan (Bartlit Beck 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, Bartlit Beck Llp 401(K) Plan And Trust is a benefit plan reported by Bartlit Beck Llp under EIN 36-3909157 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $87,117,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bartlit Beck Llp
- EIN
- 36-3909157
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $87,117,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241008180710NAL0009963971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,117,413
- Total liabilities (EOY)
- $2,998
- Net assets (EOY)
- $87,114,415
- Net assets (BOY)
- $71,444,905
Income & contributions
- Employer contributions
- $904,851
- Participant contributions
- $3,048,904
- Total contributions
- $4,346,036
- Total income / additions
- $18,645,652
Expenses & distributions
- Benefits paid
- $2,821,185
- Administrative expenses
- $154,957
- Total expenses
- $2,976,142
- Net increase / (decrease)
- $15,669,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $75,033 | $0 | 2023 |
| Howard Simon & Associates, Inc. | NONE | $67,200 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $12,724 | $3,267 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bartlit Beck Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Merrill Lynch, Pierce, Fenner & Smi — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation