2023 Form 5500 filing — Iron Bow Technologies, LLC 401(K) 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 20240905132613NAL0011844803001) for Iron Bow Technologies, LLC 401(K) Plan, reported by Iron Bow Technologies, LLC under EIN 26-1615129 and plan number 001. It reports 1,205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905132613NAL0011844803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iron Bow Technologies, LLC
- EIN
- 26-1615129
- Plan number
- 001
- Location
- Herndon, VA
- Participants
- 1,205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,831,102
- Total liabilities (EOY)
- $12,500
- Net assets (EOY)
- $103,818,602
- Employer contributions
- $4,203,690
- Participant contributions
- $9,132,443
- Total income / additions
- $31,642,118
- Benefits paid
- $7,984,064
- Administrative expenses
- $143,153
- Total expenses
- $8,127,217
- Net increase / (decrease)
- $23,514,901
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $70,019 | $0 |
| Creative Planning LLC | NONE | $37,500 | not reported in the loaded dataset |
| Bdo Usa, Llp | NONE | $22,100 | not reported in the loaded dataset |
| Capital Planning Advisors LLC | NONE | $12,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $119 | $0 |