Gi Partners Of Illinois, LLC 401(K) Plan — Form 5500 plan (Gi Partners Of Illinois, LLC)

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, Gi Partners Of Illinois, LLC 401(K) Plan is a benefit plan reported by Gi Partners Of Illinois, LLC under EIN 47-4755178 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $34,617,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gi Partners Of Illinois, LLC
EIN
47-4755178
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
258
End-of-year plan assets
$34,617,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20241014221016NAL0013885875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,617,074
Total liabilities (EOY)
$15,995
Net assets (EOY)
$34,601,079
Net assets (BOY)
$28,675,963

Income & contributions

Employer contributions
$1,166,495
Participant contributions
$824,414
Total contributions
$1,990,909
Total income / additions
$7,058,110

Expenses & distributions

Benefits paid
$783,445
Administrative expenses
$33,135
Total expenses
$816,580
Net increase / (decrease)
$6,241,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks, LLCBROKER/ADVISOR$0$44,2522023
Empower Annuity Insurance Company ORECORDKEEPER$29,252$02023
Brooke Cline & Associates, LLCTPA$20,400not reported in the loaded dataset2023

Related Form 5500 pages