2023 Form 5500 filing — Iko Salaried Employee 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 20241015161700NAL0058670946001) for Iko Salaried Employee Savings Plan, reported by Iko Industries, Inc. under EIN 16-1007213 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$34.8MReported net assets$34,786,502
Participants514
Provider compensation$4.2K1 Schedule C row(s)$4,155
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015161700NAL0058670946001
Plan sponsor
Iko Industries, Inc.
EIN
16-1007213
Plan number
001
Location
Wilmington, DE
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$34.8M total assets
Net assets$34.8MLiabilities$0
Money in vs. money out
Total income / additions$9.9M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$1.3M
Participant$3.1M
Full reported line items
Total assets (EOY)
$34,786,502
Total liabilities (EOY)
$0
Net assets (EOY)
$34,786,502
Employer contributions
$1,296,812
Participant contributions
$3,061,968
Total income / additions
$9,873,013
Benefits paid
$4,596,738
Administrative expenses
$4,155
Total expenses
$4,603,936
Net increase / (decrease)
$5,269,077

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$4,155$0

Related Form 5500 pages