2023 Form 5500 filing — Ing Financial Services LLC 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614112135NAL0032057825001) for Ing Financial Services LLC 401(K) Savings Plan, reported by Ing Financial Services LLC under EIN 13-3713590 and plan number 002. It reports 1,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614112135NAL0032057825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ing Financial Services LLC
- EIN
- 13-3713590
- Plan number
- 002
- Location
- New York, NY
- Participants
- 1,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $402,595,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,595,548
- Employer contributions
- $7,667,871
- Participant contributions
- $11,659,645
- Total income / additions
- $89,356,928
- Benefits paid
- $36,657,419
- Administrative expenses
- $86,072
- Total expenses
- $36,746,249
- Net increase / (decrease)
- $52,610,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird & Co. Inc. | INVESTMENT ADVISOR | $185,375 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $21,982 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$121,292 | $0 |