2023 Form 5500 filing — Icon 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 20241015194408NAL0029521217004) for Icon Retirement Plan, reported by Icon Information Consultants, Lp under EIN 76-0555545 and plan number 002. It reports 6,150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194408NAL0029521217004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Icon Information Consultants, Lp
- EIN
- 76-0555545
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 6,150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,912,922
- Net assets (EOY)
- $52,912,922
- Employer contributions
- $15,200
- Participant contributions
- $14,293,633
- Total income / additions
- $23,822,677
- Benefits paid
- $9,331,225
- Administrative expenses
- $345,910
- Total expenses
- $9,706,206
- Net increase / (decrease)
- $14,116,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORD-KEEPER | $230,962 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $40,911 | $0 |
| Lpl Financial LLC | RIA | $22,500 | $0 |
| Eepb | AUDITOR | $22,000 | $0 |