2023 Form 5500 filing — Idealease Inc. 401(K) 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 20241004103505NAL0012100113001) for Idealease Inc. 401(K) Plan, reported by Idealease, Inc. under EIN 36-3779757 and plan number 001. It reports 181 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)$20.8MReported net assets$20,820,119
Participants181
Provider compensation$5.7K1 Schedule C row(s)$5,688
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004103505NAL0012100113001
Plan sponsor
Idealease, Inc.
EIN
36-3779757
Plan number
001
Location
North Barrington, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$445.3K
Participant$1.2M
Full reported line items
Total assets (EOY)
$20,820,119
Total liabilities (EOY)
$0
Net assets (EOY)
$20,820,119
Employer contributions
$445,340
Participant contributions
$1,168,055
Total income / additions
$5,571,940
Benefits paid
$1,324,447
Administrative expenses
$7,439
Total expenses
$1,331,886
Net increase / (decrease)
$4,240,054
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $5.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004103505NAL0012100113001 cover?
It is the 2023 Form 5500 filing for Idealease Inc. 401(K) Plan, reported by Idealease, Inc. (EIN 36-3779757).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages