2023 Form 5500 filing — Iex Group, Inc. 401(K) Profit Sharing 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 20241014194507NAL0015487731001) for Iex Group, Inc. 401(K) Profit Sharing Plan, reported by Iex Group, Inc under EIN 80-0772845 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014194507NAL0015487731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iex Group, Inc
- EIN
- 80-0772845
- Plan number
- 001
- Location
- New York, NY
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,067,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,067,226
- Employer contributions
- $926,550
- Participant contributions
- $3,194,934
- Total income / additions
- $7,984,795
- Benefits paid
- $847,127
- Administrative expenses
- $151,918
- Total expenses
- $999,045
- Net increase / (decrease)
- $6,985,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo | AUDIT | $63,832 | not reported in the loaded dataset |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $44,587 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $36,342 | $0 |
| Futureplan By Ascensus | RECORDKEEPER | $6,206 | $64 |