2023 Form 5500 filing — Ideal Industries, Inc. 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 20241014151622NAL0013518195001) for Ideal Industries, Inc. Retirement Plan, reported by Ideal Industries, Inc. under EIN 36-2048768 and plan number 002. It reports 1,682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151622NAL0013518195001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ideal Industries, Inc.
- EIN
- 36-2048768
- Plan number
- 002
- Location
- Sycamore, IL
- Participants
- 1,682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,076,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,076,965
- Employer contributions
- $5,000,000
- Total income / additions
- $11,234,619
- Benefits paid
- $3,807,402
- Administrative expenses
- $1,542,593
- Total expenses
- $5,349,995
- Net increase / (decrease)
- $5,884,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE KNOWN | $491,400 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE KNOWN | $16,523 | $0 |
| Capfinancial Partners, LLC | NONE KNOWN | $8,750 | not reported in the loaded dataset |