Profile Products LLC Employees' Savings & Retirement Plan — Form 5500 plan (Profile Products 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, Profile Products LLC Employees' Savings & Retirement Plan is a benefit plan reported by Profile Products LLC under EIN 84-1433208 and plan number 333. The latest loaded filing year is 2023. The filing reports 532 participants and $19,459,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Profile Products LLC
- EIN
- 84-1433208
- Plan number
- 333
- Plan type
- 2
- Location
- Buffalo Grove, IL
- Latest filing year
- 2023
- Participants
- 532
- End-of-year plan assets
- $19,459,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 532 | H, C | 20241015105742NAL0029326113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,459,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,459,541
- Net assets (BOY)
- $17,737,849
Income & contributions
- Employer contributions
- $431,375
- Participant contributions
- $1,567,641
- Total contributions
- $2,612,201
- Total income / additions
- $6,036,442
Expenses & distributions
- Benefits paid
- $4,304,484
- Administrative expenses
- $10,266
- Total expenses
- $4,314,750
- Net increase / (decrease)
- $1,721,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,741 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,525 | $0 | 2023 |