2023 Form 5500 filing — Iowa Limestone Company 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 20240927081244NAL0001788545001) for Iowa Limestone Company Profit Sharing Plan, reported by Iowa Limestone Company Dba Ilc Resources under EIN 42-0332760 and plan number 003. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927081244NAL0001788545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iowa Limestone Company Dba Ilc Resources
- EIN
- 42-0332760
- Plan number
- 003
- Location
- Urbandale, IA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,802,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,802,702
- Employer contributions
- $1,468,610
- Participant contributions
- $547,654
- Total income / additions
- $4,840,208
- Benefits paid
- $2,390,949
- Administrative expenses
- $47,464
- Total expenses
- $2,452,117
- Net increase / (decrease)
- $2,388,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $25,827 | $495 |
| Bison Wealth | INVESTMENT ADVISORY | $21,791 | not reported in the loaded dataset |
| Newport Group, Inc. | THIRD PARTY ADMIN | $17,663 | not reported in the loaded dataset |
| Newport Group, Inc. | THIRD PARTY ADMIN | $16,338 | not reported in the loaded dataset |
| Independent Financial Partners | INVESTMENT ADVISORY | $4,700 | not reported in the loaded dataset |