International Shoppes, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (International Shoppes, Inc.)
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, International Shoppes, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by International Shoppes, Inc. under EIN 11-1976807 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $11,265,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Shoppes, Inc.
- EIN
- 11-1976807
- Plan number
- 001
- Plan type
- 2
- Location
- Valley Stream, NY
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $11,265,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240913095858NAL0011470849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,265,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,265,566
- Net assets (BOY)
- $9,772,477
Income & contributions
- Employer contributions
- $211,312
- Participant contributions
- $651,152
- Total contributions
- $862,464
- Total income / additions
- $2,481,376
Expenses & distributions
- Benefits paid
- $962,755
- Administrative expenses
- $20,918
- Total expenses
- $988,287
- Net increase / (decrease)
- $1,493,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $19,358 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,560 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Shoppes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Valley Stream, NY
- Ubs Financial Services, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation