Island Capital Group LLC 401(K) Plan — Form 5500 plan (Island Capital Group LLC)
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, Island Capital Group LLC 401(K) Plan is a benefit plan reported by Island Capital Group LLC under EIN 36-4525612 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $65,901,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Island Capital Group LLC
- EIN
- 36-4525612
- Plan number
- 001
- Plan type
- 3
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $65,901,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20240909124951NAL0009196226001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,901,038
- Net assets (EOY)
- $65,901,038
- Net assets (BOY)
- $58,985,372
Income & contributions
- Employer contributions
- $751,782
- Participant contributions
- $1,748,586
- Total contributions
- $2,500,368
- Total income / additions
- $12,494,442
Expenses & distributions
- Benefits paid
- $5,497,460
- Administrative expenses
- $81,316
- Total expenses
- $5,578,776
- Net increase / (decrease)
- $6,915,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | NONE | $42,438 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $32,542 | not reported in the loaded dataset | 2023 |
| Krilogy Financial LLC | NONE | $6,412 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $6 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Island Capital Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Usi Advisors Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Krilogy Financial LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation