Igloo Products Corp. Employees' 401(K) Plan — Form 5500 plan (Igloo Products Corp.)
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, Igloo Products Corp. Employees' 401(K) Plan is a benefit plan reported by Igloo Products Corp. under EIN 36-3474772 and plan number 305. The latest loaded filing year is 2023. The filing reports 953 participants and $40,142,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Igloo Products Corp.
- EIN
- 36-3474772
- Plan number
- 305
- Plan type
- 2
- Location
- Katy, TX
- Latest filing year
- 2023
- Participants
- 953
- End-of-year plan assets
- $40,142,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 953 | H, C | 20241014105731NAL0014802995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,142,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,142,526
- Net assets (BOY)
- $34,792,421
Income & contributions
- Employer contributions
- $1,114,129
- Participant contributions
- $2,482,776
- Total contributions
- $3,755,338
- Total income / additions
- $8,910,593
Expenses & distributions
- Benefits paid
- $3,389,731
- Administrative expenses
- $101,774
- Total expenses
- $3,560,488
- Net increase / (decrease)
- $5,350,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,783 | $0 | 2023 |
| Prime Capital Investment Advisors | CONSULTANT | $30,000 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $14,420 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,571 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Igloo Products Corp.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Katy, TX
- Fidelity Investments Institutional — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation