Iron Bow Technologies, LLC 401(K) Plan — Form 5500 plan (Iron Bow Technologies, LLC)
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, Iron Bow Technologies, LLC 401(K) Plan is a benefit plan reported by Iron Bow Technologies, LLC under EIN 26-1615129 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,205 participants and $103,831,102 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Bow Technologies, LLC
- EIN
- 26-1615129
- Plan number
- 001
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 1,205
- End-of-year plan assets
- $103,831,102
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,205 | H, C | 20240905132613NAL0011844803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,831,102
- Total liabilities (EOY)
- $12,500
- Net assets (EOY)
- $103,818,602
- Net assets (BOY)
- $80,303,701
Income & contributions
- Employer contributions
- $4,203,690
- Participant contributions
- $9,132,443
- Total contributions
- $16,112,373
- Total income / additions
- $31,642,118
Expenses & distributions
- Benefits paid
- $7,984,064
- Administrative expenses
- $143,153
- Total expenses
- $8,127,217
- Net increase / (decrease)
- $23,514,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $70,019 | $0 | 2023 |
| Creative Planning LLC | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| Bdo Usa, Llp | NONE | $22,100 | not reported in the loaded dataset | 2023 |
| Capital Planning Advisors LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $119 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Bow Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- T Rowe Price Rps Inc — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Bdo Usa, Llp — Schedule C compensation
- Capital Planning Advisors LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation