2023 Form 5500 filing — Island Creek Associates 401(K) Profit Sharing Plan And Trust
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 20241003134343NAL0017180112001) for Island Creek Associates 401(K) Profit Sharing Plan And Trust, reported by Island Creek Associates, LLC under EIN 26-4395234 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003134343NAL0017180112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Island Creek Associates, LLC
- EIN
- 26-4395234
- Plan number
- 001
- Location
- California, MD
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,046,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,046,237
- Employer contributions
- $263,727
- Participant contributions
- $598,405
- Total income / additions
- $2,232,212
- Benefits paid
- $473,529
- Administrative expenses
- $34,568
- Total expenses
- $508,097
- Net increase / (decrease)
- $1,724,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | FINANCIAL ADVISOR | $12,194 | not reported in the loaded dataset |
| John Hancock Life Insurance Co (Usa | RECORDKEEPING & INFO MGM | $2,031 | $0 |