2023 Form 5500 filing — Iam 401(K) Retirement 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 20241011124558NAL0036940272001) for Iam 401(K) Retirement Plan, reported by Incast Asset Management, Inc. under EIN 26-2429216 and plan number 002. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124558NAL0036940272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Incast Asset Management, Inc.
- EIN
- 26-2429216
- Plan number
- 002
- Location
- Buena Park, CA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,336,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,336,763
- Employer contributions
- $252,222
- Participant contributions
- $1,044,714
- Total income / additions
- $2,450,151
- Benefits paid
- $600,672
- Administrative expenses
- $52,209
- Total expenses
- $652,881
- Net increase / (decrease)
- $1,797,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINSTRATOR | $23,212 | $0 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $22,379 | $5 |
| Maxus Plan Solutions Inc. | OTHER SERVICES | $6,618 | $3,264 |