2023 Form 5500 filing — Ikea Retirement And 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 20241008085242NAL0028202944001) for Ikea Retirement And Savings Plan, reported by Ikea North America Services, LLC under EIN 23-3005722 and plan number 001. It reports 20,759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008085242NAL0028202944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ikea North America Services, LLC
- EIN
- 23-3005722
- Plan number
- 001
- Location
- Conshohocken, PA
- Participants
- 20,759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $803,868,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $803,868,909
- Employer contributions
- $29,680,960
- Participant contributions
- $47,188,500
- Total income / additions
- $211,285,651
- Benefits paid
- $59,842,617
- Administrative expenses
- $387,956
- Total expenses
- $60,433,227
- Net increase / (decrease)
- $150,852,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $259,937 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $75,000 | not reported in the loaded dataset |
| Marcum Llp | ACCOUNTANT/AUDITOR | $54,600 | not reported in the loaded dataset |