Symphony Multiple Employer Plan — Form 5500 plan (Maestro Consulting Services, 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, Symphony Multiple Employer Plan is a benefit plan reported by Maestro Consulting Services, LLC under EIN 47-5109722 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,713 participants and $25,401,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maestro Consulting Services, LLC
EIN
47-5109722
Plan number
002
Plan type
2
Location
Lincolnwood, IL
Latest filing year
2023
Participants
2,713
End-of-year plan assets
$25,401,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,713H, C20250204133124NAL0008580209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,401,864
Total liabilities (EOY)
$0
Net assets (EOY)
$25,401,864
Net assets (BOY)
$25,842,779

Income & contributions

Employer contributions
$245,670
Participant contributions
$2,542,581
Total contributions
$2,821,438
Total income / additions
$6,504,188

Expenses & distributions

Benefits paid
$6,668,459
Administrative expenses
$272,753
Total expenses
$6,945,103
Net increase / (decrease)
-$440,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$212,566$02023
Venture Visionary Partners LLCADVISOR$49,982not reported in the loaded dataset2023
Newport Trust CompanyTRUSTEE$7,905$02023

Related Form 5500 pages