Plan5500

Ideal Industries, Inc. Retirement 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. Retirement Plan is a benefit plan reported by Ideal Industries, Inc. under EIN 36-2048768 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,682 participants and $47,076,965 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
002
Plan type
3
Location
Sycamore, IL
Latest filing year
2023
Participants
1,682
End-of-year plan assets
$47,076,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,682H, C20241014151622NAL0013518195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,076,965
Total liabilities (EOY)
$0
Net assets (EOY)
$47,076,965
Net assets (BOY)
$41,192,341

Income & contributions

Employer contributions
$5,000,000
Total contributions
$5,000,000
Total income / additions
$11,234,619

Expenses & distributions

Benefits paid
$3,807,402
Administrative expenses
$1,542,593
Total expenses
$5,349,995
Net increase / (decrease)
$5,884,624

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE KNOWN$491,400not reported in the loaded dataset2023
U.S. Bank National AssociationNONE KNOWN$16,523$02023
Capfinancial Partners, LLCNONE KNOWN$8,750not reported in the loaded dataset2023

Related Form 5500 pages