Plan5500

Ingram 401(K) Plan — Form 5500 plan (Ingram Industries 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, Ingram 401(K) Plan is a benefit plan reported by Ingram Industries Inc. under EIN 62-0673043 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,952 participants and $573,308,982 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ingram Industries Inc.
EIN
62-0673043
Plan number
002
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
8,952
End-of-year plan assets
$573,308,982

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,952H, C20240725143155NAL0014667553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$573,308,982
Total liabilities (EOY)
$89,334
Net assets (EOY)
$573,219,648
Net assets (BOY)
$503,191,167

Income & contributions

Employer contributions
$14,860,045
Participant contributions
$27,296,219
Total contributions
$43,759,616
Total income / additions
$126,239,966

Expenses & distributions

Benefits paid
$55,587,464
Administrative expenses
$729,833
Total expenses
$56,263,409
Net increase / (decrease)
$69,976,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvcsRETAINED BY CLIENT$740,030$02023
Capfinancial Partners, LLC.RETAINED BY EMPLOYER$51,323not reported in the loaded dataset2023
Thomson Reuters - WestRETAINED BY EMPLOYER$10,641not reported in the loaded dataset2023

Related Form 5500 pages