Plan5500

Icon Management Services, Inc. 401(K) Plan — Form 5500 plan (Icon Management Services,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, Icon Management Services, Inc. 401(K) Plan is a benefit plan reported by Icon Management Services,Inc under EIN 81-5182256 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,115 participants and $31,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Icon Management Services,Inc
EIN
81-5182256
Plan number
001
Plan type
2
Location
Bradenton, FL
Latest filing year
2023
Participants
1,115
End-of-year plan assets
$31,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,115H, C20241101183701NAL0005229984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,283
Total liabilities (EOY)
$0
Net assets (EOY)
$31,283
Net assets (BOY)
$5,347,274

Income & contributions

Total contributions
$0
Total income / additions
$9,121

Expenses & distributions

Benefits paid
$0
Administrative expenses
$5,504
Total expenses
$5,504
Net increase / (decrease)
$3,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fountainhead Capital Management LLCSERVICE PROVIDER$4,046$02023
Lincoln National CorporationSERVICE PROVIDER$1,457$02023

Related Form 5500 pages