2023 Form 5500 filing — Ipsco/Cornerstone 401(K) 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 20240905102946NAL0020921073001) for Ipsco/Cornerstone 401(K) Retirement Plan, reported by Insurance Planning And Service Company, LLC under EIN 45-3843598 and plan number 001. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.3MReported net assets$2,305,445
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240905102946NAL0020921073001
Plan sponsor
Insurance Planning And Service Company, LLC
EIN
45-3843598
Plan number
001
Location
Chattanooga, TN
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$413.9K
Total expenses$350.6K
Benefits paid / distributions$347.9K
Contributions
Employer$19.9K
Participant$111.5K
Full reported line items
Total assets (EOY)
$2,305,445
Total liabilities (EOY)
$0
Net assets (EOY)
$2,305,445
Employer contributions
$19,858
Participant contributions
$111,458
Total income / additions
$413,867
Benefits paid
$347,918
Administrative expenses
$2,718
Total expenses
$350,636
Net increase / (decrease)
$63,231

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905102946NAL0020921073001 cover?
It is the 2023 Form 5500 filing for Ipsco/Cornerstone 401(K) Retirement Plan, reported by Insurance Planning And Service Company, LLC (EIN 45-3843598).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages