Executive Director, Inc. 401(K) Retirement Plan — Form 5500 plan (Executive Director, 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, Executive Director, Inc. 401(K) Retirement Plan is a benefit plan reported by Executive Director, Inc. under EIN 39-0992016 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $27,557,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Executive Director, Inc.
EIN
39-0992016
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
373
End-of-year plan assets
$27,557,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023373H, C20241011155059NAL0039367568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,557,814
Net assets (EOY)
$27,557,814
Net assets (BOY)
$21,660,374

Income & contributions

Employer contributions
$632,151
Participant contributions
$1,747,294
Total contributions
$2,681,082
Total income / additions
$6,895,938

Expenses & distributions

Benefits paid
$919,451
Administrative expenses
$78,856
Total expenses
$998,498
Net increase / (decrease)
$5,897,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth ManagemeCONSULTING$40,919not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$37,937$02023

Related Form 5500 pages