Deutsche Boerse Systems, Inc. 401(K) Plan — Form 5500 plan (Deutsche Boerse Systems, Inc.)
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, Deutsche Boerse Systems, Inc. 401(K) Plan is a benefit plan reported by Deutsche Boerse Systems, Inc. under EIN 36-4388576 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $20,549,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deutsche Boerse Systems, Inc.
- EIN
- 36-4388576
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $20,549,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240913111918NAL0011576017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,549,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,549,283
- Net assets (BOY)
- $17,609,332
Income & contributions
- Employer contributions
- $688,784
- Participant contributions
- $1,269,751
- Total contributions
- $2,002,636
- Total income / additions
- $4,861,410
Expenses & distributions
- Benefits paid
- $1,866,887
- Administrative expenses
- $41,353
- Total expenses
- $1,921,459
- Net increase / (decrease)
- $2,939,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Embree Financial Group | INVESTMENT/FINANCIAL ADVI | $38,729 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,623 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deutsche Boerse Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Embree Financial Group — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation