2023 Form 5500 filing — Individual Foodservice Union 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 20241015190449NAL0015291795001) for Individual Foodservice Union Retirement Plan, reported by Ifs Acquisition LLC under EIN 83-0830569 and plan number 002. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190449NAL0015291795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ifs Acquisition LLC
- EIN
- 83-0830569
- Plan number
- 002
- Location
- Bell, CA
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,397,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,397,380
- Employer contributions
- $279,614
- Participant contributions
- $316,630
- Total income / additions
- $1,048,298
- Benefits paid
- $268,588
- Administrative expenses
- $18,856
- Total expenses
- $287,444
- Net increase / (decrease)
- $760,854
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $13,252 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $7,388 | $2,623 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $3,224 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $66 | not reported in the loaded dataset |