International Bullion Retirement Plan — Form 5500 plan (International Bullion And Metal Brokers (Usa) 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 Bullion Retirement Plan is a benefit plan reported by International Bullion And Metal Brokers (Usa) Inc. under EIN 13-2919861 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $5,950,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Bullion And Metal Brokers (Usa) Inc.
- EIN
- 13-2919861
- Plan number
- 001
- Plan type
- 2
- Location
- Sunrise, FL
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $5,950,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20241015133015NAL0016493219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,950,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,950,853
- Net assets (BOY)
- $5,000,765
Income & contributions
- Employer contributions
- $124,665
- Participant contributions
- $273,249
- Total contributions
- $397,914
- Total income / additions
- $1,024,681
Expenses & distributions
- Benefits paid
- $71,057
- Administrative expenses
- $2,648
- Total expenses
- $74,593
- Net increase / (decrease)
- $950,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Valley Advisor Group | SERVICE PROVIDER | $0 | $7,888 | 2023 |