The Instantwhip Companies Profit Sharing Plan — Form 5500 plan (Instantwhip Foods, 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, The Instantwhip Companies Profit Sharing Plan is a benefit plan reported by Instantwhip Foods, Inc. under EIN 31-4113290 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $24,912,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Instantwhip Foods, Inc.
EIN
31-4113290
Plan number
002
Plan type
3
Location
Columbus, OH
Latest filing year
2023
Participants
350
End-of-year plan assets
$24,912,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241013072210NAL0024657729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,912,954
Total liabilities (EOY)
$0
Net assets (EOY)
$24,912,954
Net assets (BOY)
$20,914,404

Income & contributions

Employer contributions
$405,988
Participant contributions
$805,480
Total contributions
$1,211,468
Total income / additions
$5,147,412

Expenses & distributions

Benefits paid
$1,143,556
Administrative expenses
$5,306
Total expenses
$1,148,862
Net increase / (decrease)
$3,998,550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oppenheimer & Co. Inc.INVESTMENT ADVISOR$48,297not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$42,991$02023

Related Form 5500 pages