Ibg LLC 401k Plan — Form 5500 plan (Ibg 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, Ibg LLC 401k Plan is a benefit plan reported by Ibg LLC under EIN 13-3832398 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,515 participants and $359,954,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibg LLC
EIN
13-3832398
Plan number
001
Plan type
2
Location
Greenwich, CT
Latest filing year
2023
Participants
1,515
End-of-year plan assets
$359,954,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,515H, C20241015180105NAL0015210771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$359,954,663
Total liabilities (EOY)
$0
Net assets (EOY)
$359,954,663
Net assets (BOY)
$275,311,522

Income & contributions

Employer contributions
$7,499,178
Participant contributions
$17,841,586
Total contributions
$27,727,943
Total income / additions
$92,210,508

Expenses & distributions

Benefits paid
$7,627,236
Administrative expenses
-$77,136
Total expenses
$7,567,367
Net increase / (decrease)
$84,643,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$76,736$02023

Related Form 5500 pages