Becker & Gurian Profit Sharing Plan And Trust — Form 5500 plan (Becker Gurian)
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, Becker & Gurian Profit Sharing Plan And Trust is a benefit plan reported by Becker Gurian under EIN 36-3972801 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $5,135,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Becker Gurian
- EIN
- 36-3972801
- Plan number
- 001
- Plan type
- 2
- Location
- Highland Park, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241010115046NAL0040622226001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,135,585
- Net assets (EOY)
- $5,135,585
- Net assets (BOY)
- $3,889,732
Income & contributions
- Employer contributions
- $115,233
- Participant contributions
- $101,419
- Total income / additions
- $1,322,241
Expenses & distributions
- Benefits paid
- $64,725
- Administrative expenses
- $11,663
- Total expenses
- $76,388
- Net increase / (decrease)
- $1,245,853
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.