The Prince & Izant Company Profit Sharing Plan And Trust — Form 5500 plan (The Prince & Izant Company)
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 Prince & Izant Company Profit Sharing Plan And Trust is a benefit plan reported by The Prince & Izant Company under EIN 34-0471740 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $27,815,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Prince & Izant Company
- EIN
- 34-0471740
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $27,815,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241008120728NAL0028503824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,815,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,815,315
- Net assets (BOY)
- $22,694,589
Income & contributions
- Employer contributions
- $1,742,554
- Participant contributions
- $685,745
- Total contributions
- $2,485,767
- Total income / additions
- $5,771,919
Expenses & distributions
- Benefits paid
- $604,571
- Administrative expenses
- $46,622
- Total expenses
- $651,193
- Net increase / (decrease)
- $5,120,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group, Inc. | NONE | $22,765 | not reported in the loaded dataset | 2023 |
| Highland Consulting Associates, Inc | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | TRUSTEE | $7,857 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Prince & Izant Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Usi Consulting Group, Inc. — Schedule C compensation
- Highland Consulting Associates, Inc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation