Islandaire, Inc. 401(K) Plan — Form 5500 plan (Re Hansen Ind., Inc Dba Islandaire)
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, Islandaire, Inc. 401(K) Plan is a benefit plan reported by Re Hansen Ind., Inc Dba Islandaire under EIN 26-1709702 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $10,429,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Re Hansen Ind., Inc Dba Islandaire
- EIN
- 26-1709702
- Plan number
- 001
- Plan type
- 2
- Location
- St. James, NY
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $10,429,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241009124647NAL0009204035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,429,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,429,131
- Net assets (BOY)
- $8,559,785
Income & contributions
- Employer contributions
- $144,521
- Participant contributions
- $582,632
- Total contributions
- $732,797
- Total income / additions
- $2,373,567
Expenses & distributions
- Benefits paid
- $439,163
- Administrative expenses
- $47,045
- Total expenses
- $504,221
- Net increase / (decrease)
- $1,869,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Great-West Life & Annuity | RECORD KEEPER | $34,415 | not reported in the loaded dataset | 2023 |
| Lincoln Investment Planning Inc | BROKER/ADVISE R | not reported in the loaded dataset | $17,144 | 2023 |
| David R Dorfman & Associates LLC | COTRACT ADMIN | not reported in the loaded dataset | $9,973 | 2023 |
| Samuel Goldstein & Co Pc | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Re Hansen Ind., Inc Dba Islandaire
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in St. James, NY
- First Great-West Life & Annuity — Schedule C compensation
- Lincoln Investment Planning Inc — Schedule C compensation
- David R Dorfman & Associates LLC — Schedule C compensation
- Samuel Goldstein & Co Pc — Schedule C compensation