2023 Form 5500 filing — I&S Group, Inc. Employee Stock Ownership 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 20241009085312NAL0010449811001) for I&S Group, Inc. Employee Stock Ownership Plan, reported by I&S Group, Inc. under EIN 41-0995051 and plan number 004. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241009085312NAL0010449811001
Filing year
2023
Form type
2
Plan sponsor
I&S Group, Inc.
EIN
41-0995051
Plan number
004
Location
Mankato, MN
Participants
488
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$77,373,685
Total liabilities (EOY)
$1,529,155
Net assets (EOY)
$75,844,530
Employer contributions
$1,297,501
Total income / additions
$4,972,020
Benefits paid
$613,219
Administrative expenses
$4,975
Total expenses
$661,401
Net increase / (decrease)
$4,310,619
Schedule source
Schedule H

Related Form 5500 pages