Plan5500

Ideal Industries, Inc. 401(K) Plan — Form 5500 plan (Ideal Industries, 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, Ideal Industries, Inc. 401(K) Plan is a benefit plan reported by Ideal Industries, Inc. under EIN 36-2048768 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,779 participants and $105,710,001 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ideal Industries, Inc.
EIN
36-2048768
Plan number
001
Plan type
2
Location
Sycamore, IL
Latest filing year
2023
Participants
1,779
End-of-year plan assets
$105,710,001

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,779H, C20241012113441NAL0013293395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$105,710,001
Total liabilities (EOY)
$0
Net assets (EOY)
$105,710,001
Net assets (BOY)
$133,528,246

Income & contributions

Employer contributions
$3,056,877
Participant contributions
$6,666,463
Total contributions
$10,359,689
Total income / additions
$36,932,766

Expenses & distributions

Benefits paid
$17,651,079
Administrative expenses
$137,269
Total expenses
$17,792,262
Net increase / (decrease)
$19,140,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalNONE KNOWN$64,638$02023
Strategic AdvisorsNONE KNOWN$37,631not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE KNOWN$35,000not reported in the loaded dataset2023

Related Form 5500 pages