Illuminations Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Illuminations 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, Illuminations Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Illuminations Inc under EIN 23-2519749 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $6,744,425 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illuminations Inc
- EIN
- 23-2519749
- Plan number
- 001
- Plan type
- 2
- Location
- West Chester, PA
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $6,744,425
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241014153827NAL0027739665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,744,425
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,744,425
- Net assets (BOY)
- $5,647,343
Income & contributions
- Employer contributions
- $106,735
- Participant contributions
- $1,019,584
- Total contributions
- $1,340,296
- Total income / additions
- $2,166,693
Expenses & distributions
- Benefits paid
- $993,480
- Administrative expenses
- $76,131
- Total expenses
- $1,069,611
- Net increase / (decrease)
- $1,097,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services | ADVISOR | $61,115 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $12,947 | not reported in the loaded dataset | 2023 |