2023 Form 5500 filing — Ionbond LLC Savings Incentive 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 20240909131037NAL0002378835002) for Ionbond LLC Savings Incentive Plan, reported by Ionbond LLC under EIN 22-3322481 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909131037NAL0002378835002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ionbond LLC
- EIN
- 22-3322481
- Plan number
- 001
- Location
- Madison Heights, MI
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,932,985
- Net assets (EOY)
- $17,932,985
- Employer contributions
- $632,206
- Participant contributions
- $685,153
- Total income / additions
- $3,646,024
- Benefits paid
- $1,256,288
- Administrative expenses
- $61,881
- Total expenses
- $1,319,294
- Net increase / (decrease)
- $2,326,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment, LLC | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $11,881 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |