Iko Salaried Employee Savings Plan — Form 5500 plan (Iko Industries, 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, Iko Salaried Employee Savings Plan is a benefit plan reported by Iko Industries, Inc. under EIN 16-1007213 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $34,786,502 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$34.8MPlan net assets, end of year$34,786,502
Participants514Covered participants reported
Assets / participant$67.7KComputed: assets ÷ participants$67,678 (computed)
Provider compensation$4.2K1 Schedule C provider row(s)$4,155
Plan sponsor
Iko Industries, Inc.
EIN
16-1007213
Plan number
001
Plan type
3
Location
Wilmington, DE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20241015161700NAL0058670946001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$34.8M total assets
Net assets$34.8MLiabilities$0
Money in vs. money out
Total income / additions$9.9M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$1.3M
Participant$3.1M
Full reported line items

Net assets

Total assets (EOY)
$34,786,502
Total liabilities (EOY)
$0
Net assets (EOY)
$34,786,502
Net assets (BOY)
$29,508,526

Income & contributions

Employer contributions
$1,296,812
Participant contributions
$3,061,968
Total contributions
$4,615,501
Total income / additions
$9,873,013

Expenses & distributions

Benefits paid
$4,596,738
Administrative expenses
$4,155
Total expenses
$4,603,936
Net increase / (decrease)
$5,269,077
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$4,155$02023

Related Form 5500 pages