How many benefit plans does Ion Financial, Mhc report on Form 5500?

Ion Financial, Mhc (EIN 57-1223365) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Ion Financial, Mhc?

The Employer Identification Number (EIN) reported for Ion Financial, Mhc is 57-1223365.

What is the latest Form 5500 filing year for Ion Financial, Mhc?

The latest loaded Form 5500 filing year for Ion Financial, Mhc is 2023.

Ion Financial, Mhc — 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, Ion Financial, Mhc (EIN 57-1223365) is a plan sponsor located in Naugatuck, CT with 2 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: 57-1223365
Location: Naugatuck, CT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $45,550,490
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $45,550,490

Contributions & income

Employer contributions: $1,595,798
Participant contributions: $2,346,678
Total income / additions: $10,988,075

Expenses & distributions

Benefits paid / distributions: $3,352,002
Total expenses: $3,398,000
Net increase / (decrease): $7,590,075

Coverage

Total reported participants: 741
Plans with financial statements: 1
Plans with provider compensation: 1

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

Ion Financial, Mhc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Ion Financial, Mhc 401k Plan	002	460	$45,550,490	2023
Ion Financial, Mhc Consolidated Health And Welfare Benefits Plan	511	281	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ion Financial, Mhc
Year	Plan	Participants	Schedules	Filing
2023	Ion Financial, Mhc Consolidated Health And Welfare Benefits Plan	281	—	20240604105043NAL0009318131001
2023	Ion Financial, Mhc 401k Plan	460	H, C	20240911063625NAL0008149393001