Ihcc 401(K) Retirement Plan — Form 5500 plan (Investors Heritage Capital Corporation)
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, Ihcc 401(K) Retirement Plan is a benefit plan reported by Investors Heritage Capital Corporation under EIN 61-6030333 and plan number 004. The latest loaded filing year is 2023. The filing reports 138 participants and $16,248,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Investors Heritage Capital Corporation
- EIN
- 61-6030333
- Plan number
- 004
- Plan type
- 2
- Location
- Frankfort, KY
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $16,248,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241014161720NAL0054387298003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,248,820
- Net assets (EOY)
- $16,248,820
- Net assets (BOY)
- $16,123,873
Income & contributions
- Employer contributions
- $311,521
- Participant contributions
- $600,589
- Total contributions
- $964,064
- Total income / additions
- $3,068,925
Expenses & distributions
- Benefits paid
- $2,942,502
- Administrative expenses
- $1,476
- Total expenses
- $2,943,978
- Net increase / (decrease)
- $124,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Management Services, LLC | CONTRACT ADMIN | $150 | $7,126 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMIN | $1,325 | $0 | 2023 |