2023 Form 5500 filing — Industry Employees' Incentive Savings 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 20240925154841NAL0014990017001) for Industry Employees' Incentive Savings Plan, reported by Dart Warehouse Corporation under EIN 95-3075353 and plan number 001. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925154841NAL0014990017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dart Warehouse Corporation
- EIN
- 95-3075353
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,366,190
- Total liabilities (EOY)
- $165,768
- Net assets (EOY)
- $37,200,422
- Employer contributions
- $1,183,109
- Participant contributions
- $1,426,943
- Total income / additions
- $8,054,059
- Benefits paid
- $5,360,888
- Administrative expenses
- $77,648
- Total expenses
- $5,618,953
- Net increase / (decrease)
- $2,435,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,972 | $0 |
| Actuarial Benefits Corp | CONTRACT ADMINISTRATOR | $4,479 | $16,051 |
| Maginnis Knechtel & Mcin | ACCOUNTANT | $7,000 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |