Ice River Springs Morganton Ll 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ice River Springs Morganton Ll)

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, Ice River Springs Morganton Ll 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ice River Springs Morganton Ll under EIN 20-4878400 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $909,676 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$909.7KPlan net assets, end of year$909,676
Participants156Covered participants reported
Assets / participant$5.8KComputed: assets ÷ participants$5,831 (computed)
Provider compensationNone reported
Plan sponsor
Ice River Springs Morganton Ll
EIN
20-4878400
Plan number
001
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H20241003101645NAL0010387649001
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)$909.7K total assets
Net assets$909.7KLiabilities$0
Money in vs. money out
Total income / additions$157.7K
Total expenses$228.9K
Benefits paid / distributions$220.7K
Contributions
Employer$6.1K
Participant$12.1K
Full reported line items

Net assets

Total assets (EOY)
$909,676
Total liabilities (EOY)
$0
Net assets (EOY)
$909,676
Net assets (BOY)
$980,865

Income & contributions

Employer contributions
$6,063
Participant contributions
$12,125
Total contributions
$18,188
Total income / additions
$157,724

Expenses & distributions

Benefits paid
$220,729
Administrative expenses
$8,184
Total expenses
$228,913
Net increase / (decrease)
-$71,189

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages