Iroquois Group Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Iroquois Group 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, Iroquois Group Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Iroquois Group Inc under EIN 16-1210629 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $16,748,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iroquois Group Inc
- EIN
- 16-1210629
- Plan number
- 001
- Plan type
- 2
- Location
- Olean, NY
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $16,748,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240926114504NAL0000703441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,748,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,748,777
- Net assets (BOY)
- $13,235,261
Income & contributions
- Employer contributions
- $454,192
- Participant contributions
- $1,439,766
- Total contributions
- $2,238,363
- Total income / additions
- $4,904,672
Expenses & distributions
- Benefits paid
- $1,338,524
- Administrative expenses
- $52,632
- Total expenses
- $1,391,156
- Net increase / (decrease)
- $3,513,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everest Consultants | ADVISOR | $29,682 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $18,995 | not reported in the loaded dataset | 2023 |