Iec Members Savings Plan — Form 5500 plan (Atlanta Chapter, Independent Electrical Contractors, 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, Iec Members Savings Plan is a benefit plan reported by Atlanta Chapter, Independent Electrical Contractors, Inc. under EIN 58-0956500 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,247 participants and $34,804,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Chapter, Independent Electrical Contractors, Inc.
- EIN
- 58-0956500
- Plan number
- 333
- Plan type
- 3
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,247
- End-of-year plan assets
- $34,804,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,247 | H, C | 20241230143929NAL0010228531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,804,446
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $34,804,438
- Net assets (BOY)
- $23,716,848
Income & contributions
- Employer contributions
- $1,343,751
- Participant contributions
- $2,829,603
- Total contributions
- $4,485,886
- Total income / additions
- $9,589,797
Expenses & distributions
- Benefits paid
- $4,173,990
- Administrative expenses
- $227,063
- Total expenses
- $4,447,753
- Net increase / (decrease)
- $5,142,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $110,913 | not reported in the loaded dataset | 2023 |
| Bensource Employee Benefits | NONE | $72,779 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $11,117 | $0 | 2023 |
| Cambridge Investment Research, Inc. | BROKER DEALER | $9,924 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Chapter, Independent Electrical Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Ameritas Life Insurance Corp — Schedule C compensation
- Bensource Employee Benefits — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Cambridge Investment Research, Inc. — Schedule C compensation