Individual Foodservice Union Retirement Plan — Form 5500 plan (Ifs Acquisition LLC)
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, Individual Foodservice Union Retirement Plan is a benefit plan reported by Ifs Acquisition LLC under EIN 83-0830569 and plan number 002. The latest loaded filing year is 2023. The filing reports 366 participants and $6,397,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ifs Acquisition LLC
- EIN
- 83-0830569
- Plan number
- 002
- Plan type
- 2
- Location
- Bell, CA
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $6,397,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20241015190449NAL0015291795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,397,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,397,380
- Net assets (BOY)
- $5,636,526
Income & contributions
- Employer contributions
- $279,614
- Participant contributions
- $316,630
- Total contributions
- $596,244
- Total income / additions
- $1,048,298
Expenses & distributions
- Benefits paid
- $268,588
- Administrative expenses
- $18,856
- Total expenses
- $287,444
- Net increase / (decrease)
- $760,854
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $13,252 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $7,388 | $2,623 | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $3,224 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $66 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ifs Acquisition LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bell, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation