2023 Form 5500 filing — Illinois Valley Economic Development Corporation Retirement 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 20240724151952NAL0022109920001) for Illinois Valley Economic Development Corporation Retirement Plan, reported by Illinois Valley Economic Development Corporation under EIN 37-6059503 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,061,630

Participants321

Provider compensation$10.6K2 Schedule C row(s)$10,630

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240724151952NAL0022109920001
Plan sponsor: Illinois Valley Economic Development Corporation
EIN: 37-6059503
Plan number: 001
Location: Gillespie, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets

Net assets$3.1MLiabilities$0

Money in vs. money out

Total income / additions$706.8K

Total expenses$252.8K

Benefits paid / distributions$223.9K

Contributions

Employer$239.7K

Participant$126.9K

Full reported line items

Total assets (EOY): $3,061,630
Total liabilities (EOY): $0
Net assets (EOY): $3,061,630
Employer contributions: $239,661
Participant contributions: $126,930
Total income / additions: $706,765
Benefits paid: $223,914
Administrative expenses: $28,916
Total expenses: $252,830
Net increase / (decrease): $453,935

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Sageview Advisory Group$10.6K
SERVICE PROVIDER · Direct $0 · Indirect $10.6K
2
Voya Retirement Ins. And Annuity Co$0
SERVICE PROVIDER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724151952NAL0022109920001 cover?: It is the 2023 Form 5500 filing for Illinois Valley Economic Development Corporation Retirement Plan, reported by Illinois Valley Economic Development Corporation (EIN 37-6059503).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).