Institutional Equipment Inc. Retirement Plan — Form 5500 plan (Institutional Equipment, 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, Institutional Equipment Inc. Retirement Plan is a benefit plan reported by Institutional Equipment, Inc. under EIN 36-3866393 and plan number 002. The latest loaded filing year is 2023. The filing reports 52 participants and $6,017,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institutional Equipment, Inc.
- EIN
- 36-3866393
- Plan number
- 002
- Plan type
- 2
- Location
- Bolingbrook, IL
- Latest filing year
- 2023
- Participants
- 52
- End-of-year plan assets
- $6,017,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52 | I | 20240503102736NAL0010585587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,017,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,017,672
- Net assets (BOY)
- $5,006,325
Income & contributions
- Employer contributions
- $72,010
- Participant contributions
- $218,056
- Total income / additions
- $1,270,244
Expenses & distributions
- Benefits paid
- $256,431
- Administrative expenses
- $2,340
- Total expenses
- $258,897
- Net increase / (decrease)
- $1,011,347
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.