Plan5500

Ivan Ware & Son Inc. — 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, Ivan Ware & Son Inc. (EIN 61-0597150) is a plan sponsor located in Louisville, KY 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
61-0597150
Location
Louisville, KY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.4MSummed across loaded plans$26,419,881
Total reported assets$26.4M$26,419,881
Total reported participants325
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.4M total assets
Net assets$26.4MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.7M
Total income / additions$6.9M
Expenses & distributions
Benefits paid / distributions$661.5K
Total expenses$797.4K
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Ivan Ware & Son Inc. 401(K) Profit Sharing Plan
Participants per plan163Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ivan Ware & Son Inc. 401(K) Profit Sharing Plan$26.4M
    Plan #001 · 145 participants · 2023
  2. 2
    Ivan Ware & Son Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 180 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ivan Ware & Son Inc.
YearPlanParticipantsSchedulesFiling
2023Ivan Ware & Son Health & Welfare Plan180—20240729134748NAL0019407057001
2023Ivan Ware & Son Inc. 401(K) Profit Sharing Plan145H, C20240916073557NAL0001827168001

Related Form 5500 pages