Iconma LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Iconma 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, Iconma LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Iconma LLC under EIN 38-3519215 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,364 participants and $7,183,311 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iconma LLC
EIN
38-3519215
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
1,364
End-of-year plan assets
$7,183,311

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,364H, C20241011094510NAL0022507665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,183,311
Total liabilities (EOY)
$0
Net assets (EOY)
$7,183,311
Net assets (BOY)
$5,473,571

Income & contributions

Employer contributions
$0
Participant contributions
$1,633,314
Total contributions
$1,663,008
Total income / additions
$2,829,563

Expenses & distributions

Benefits paid
$1,063,686
Administrative expenses
$53,837
Total expenses
$1,119,823
Net increase / (decrease)
$1,709,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, FennerINVESTMENT ADVISORY PLAN$29,758not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$24,079not reported in the loaded dataset2023

Related Form 5500 pages