I & I Sales Group, LLC — 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, I & I Sales Group, LLC (EIN 82-1854323) is a plan sponsor located in Hershey, PA 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
82-1854323
Location
Hershey, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,503,801
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$33,503,801

Contributions & income

Employer contributions
$1,461,913
Participant contributions
$2,877,340
Total income / additions
$11,972,463

Expenses & distributions

Benefits paid / distributions
$1,674,028
Total expenses
$1,710,261
Net increase / (decrease)
$10,262,202

Coverage

Total reported participants
619
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

I & I Sales Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Forward Solutions 401(K) Plan002289$33,503,8012023
Forward Solutions Health And Welfare Plan501330not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for I & I Sales Group, LLC
YearPlanParticipantsSchedulesFiling
2023Forward Solutions 401(K) Plan289H, C20241009101821NAL0019003969001
2023Forward Solutions Health And Welfare Plan33020241112123216NAL0026445312001

Related Form 5500 pages