Plan5500

Isg 401(K) Plan — Form 5500 plan (I & S Group, 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, Isg 401(K) Plan is a benefit plan reported by I & S Group, Inc. under EIN 41-0995051 and plan number 002. The latest loaded filing year is 2023. The filing reports 574 participants and $31,152,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I & S Group, Inc.
EIN
41-0995051
Plan number
002
Plan type
2
Location
Mankato, MN
Latest filing year
2023
Participants
574
End-of-year plan assets
$31,152,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023574H, C20241003104847NAL0009746513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,152,114
Total liabilities (EOY)
$0
Net assets (EOY)
$31,152,114
Net assets (BOY)
$25,639,541

Income & contributions

Employer contributions
$0
Participant contributions
$3,333,108
Total contributions
$4,068,489
Total income / additions
$8,445,192

Expenses & distributions

Benefits paid
$2,857,550
Administrative expenses
$75,069
Total expenses
$2,932,619
Net increase / (decrease)
$5,512,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaus & Co IncINVESTMENT ADVISOR$49,809not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$25,160$02023

Related Form 5500 pages