Ice River Springs Morganton Ll — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Ice River Springs Morganton Ll (EIN 20-4878400) is a plan sponsor with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-4878400
- Location
- not reported in the loaded dataset
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $909,676
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $909,676
Contributions & income
- Employer contributions
- $6,063
- Participant contributions
- $12,125
- Total income / additions
- $157,724
Expenses & distributions
- Benefits paid / distributions
- $220,729
- Total expenses
- $228,913
- Net increase / (decrease)
- -$71,189
Coverage
- Total reported participants
- 224
- Plans with financial statements
- 1
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ice River Springs Morganton Ll 401(K) Profit Sharing Plan & Trust | 001 | 156 | $909,676 | 2023 |
| Ice River Springs Health Welfare Benefit Plan | 501 | 48 | not reported in the loaded dataset | 2023 |
| Ice River Springs Vision Welfare Benefit Plan | 504 | 20 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Ice River Springs Health Welfare Benefit Plan | 48 | — | 20240222191505NAL0007852066001 |
| 2023 | Ice River Springs Vision Welfare Benefit Plan | 20 | — | 20240223140008NAL0009550354001 |
| 2023 | Ice River Springs Morganton Ll 401(K) Profit Sharing Plan & Trust | 156 | H | 20241003101645NAL0010387649001 |