2023 Form 5500 filing — Ivan Ware & Son Inc. 401(K) Profit Sharing 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 20240916073557NAL0001827168001) for Ivan Ware & Son Inc. 401(K) Profit Sharing Plan, reported by Ivan Ware & Son Inc. under EIN 61-0597150 and plan number 001. It reports 145 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)$26.4MReported net assets$26,419,881
Participants145
Provider compensation$135.9K2 Schedule C row(s)$135,859
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916073557NAL0001827168001
- Plan sponsor
- Ivan Ware & Son Inc.
- EIN
- 61-0597150
- Plan number
- 001
- Location
- Louisville, KY
- Received date
- not reported in the loaded dataset
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)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,419,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,419,881
- Employer contributions
- $1,019,321
- Participant contributions
- $1,679,214
- Total income / additions
- $6,884,994
- Benefits paid
- $661,528
- Administrative expenses
- $135,859
- Total expenses
- $797,387
- Net increase / (decrease)
- $6,087,607
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $82,701 | $0 |
| Shepherd Financial Investment Advis | RETAINED BY EMPLOYER | $53,158 | not reported in the loaded dataset |