2023 Form 5500 filing — Intermatic Cash Accumulation 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 20240805140252NAL0002430464001) for Intermatic Cash Accumulation Plan, reported by Intermatic Incorporated under EIN 36-1265490 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805140252NAL0002430464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermatic Incorporated
- EIN
- 36-1265490
- Plan number
- 002
- Location
- Libertyville, IL
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,179,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,179,215
- Employer contributions
- $483,828
- Participant contributions
- $1,335,292
- Total income / additions
- $7,200,103
- Benefits paid
- $2,359,478
- Administrative expenses
- $32,320
- Total expenses
- $2,416,638
- Net increase / (decrease)
- $4,783,465
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $0 | $0 |