Iqe Usa 401(K) Plan — Form 5500 plan (Iqe, 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, Iqe Usa 401(K) Plan is a benefit plan reported by Iqe, Inc. under EIN 23-2566613 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $39,873,126 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iqe, Inc.
- EIN
- 23-2566613
- Plan number
- 001
- Plan type
- 2
- Location
- Bethlehem, PA
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $39,873,126
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20240819092818NAL0000740531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,873,126
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,873,126
- Net assets (BOY)
- $38,734,625
Income & contributions
- Employer contributions
- $474,818
- Participant contributions
- $1,618,353
- Total contributions
- $2,097,829
- Total income / additions
- $8,298,071
Expenses & distributions
- Benefits paid
- $7,039,909
- Administrative expenses
- $116,797
- Total expenses
- $7,159,570
- Net increase / (decrease)
- $1,138,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $77,067 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $35,386 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,944 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iqe, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bethlehem, PA
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation