Iex Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Iex 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, Iex Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Iex Group, Inc under EIN 80-0772845 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $22,067,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iex Group, Inc
- EIN
- 80-0772845
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $22,067,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241014194507NAL0015487731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,067,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,067,226
- Net assets (BOY)
- $15,081,476
Income & contributions
- Employer contributions
- $926,550
- Participant contributions
- $3,194,934
- Total contributions
- $4,615,852
- Total income / additions
- $7,984,795
Expenses & distributions
- Benefits paid
- $847,127
- Administrative expenses
- $151,918
- Total expenses
- $999,045
- Net increase / (decrease)
- $6,985,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo | AUDIT | $63,832 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $44,587 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $36,342 | $0 | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $6,206 | $64 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iex Group, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Bdo — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation