Innovative Refrigeration Systems, Inc. 401k Plan — Form 5500 plan (Innovative Refrigeration Systems, 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, Innovative Refrigeration Systems, Inc. 401k Plan is a benefit plan reported by Innovative Refrigeration Systems, Inc. under EIN 23-2725173 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $30,655,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Innovative Refrigeration Systems, Inc.
EIN
23-2725173
Plan number
001
Plan type
2
Location
Lyndhurst, VA
Latest filing year
2023
Participants
297
End-of-year plan assets
$30,655,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20241003123504NAL0020564850001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,655,996
Total liabilities (EOY)
$0
Net assets (EOY)
$30,655,996
Net assets (BOY)
$25,083,686

Income & contributions

Employer contributions
$1,958,103
Participant contributions
$2,139,865
Total contributions
$4,097,968
Total income / additions
$8,022,762

Expenses & distributions

Benefits paid
$2,382,410
Administrative expenses
$63,811
Total expenses
$2,450,452
Net increase / (decrease)
$5,572,310

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs FinancialRETAINED BY EMPLOYER$51,360not reported in the loaded dataset2023
John HancockRETAINED BY EMPLOYER$12,451$02023

Related Form 5500 pages