Innocean Worldwide Americas, LLC 401(K) Plan — Form 5500 plan (Innocean Worldwide Americas, LLC)
Plain-English plan 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, Innocean Worldwide Americas, LLC 401(K) Plan is a benefit plan reported by Innocean Worldwide Americas, LLC under EIN 03-0377844 and plan number 001. The latest loaded filing year is 2023. The filing reports 786 participants and $55,990,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innocean Worldwide Americas, LLC
- EIN
- 03-0377844
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 786
- End-of-year plan assets
- $55,990,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 786 | H, C | 20241008114740NAL0008305283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,990,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,990,831
- Net assets (BOY)
- $41,765,545
Income & contributions
- Employer contributions
- $2,054,975
- Participant contributions
- $5,483,593
- Total contributions
- $7,863,872
- Total income / additions
- $16,641,562
Expenses & distributions
- Benefits paid
- $2,227,472
- Administrative expenses
- $182,471
- Total expenses
- $2,416,276
- Net increase / (decrease)
- $14,225,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth, Inc | ADVISOR | $126,452 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $49,259 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,760 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innocean Worldwide Americas, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Osaic Wealth, Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation