Ips Enterprises, Inc. 403(B) Retirement Savings Plan — Form 5500 plan (Ips Enterprises, 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, Ips Enterprises, Inc. 403(B) Retirement Savings Plan is a benefit plan reported by Ips Enterprises, Inc. under EIN 84-4633153 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,750 participants and $10,088,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ips Enterprises, Inc.
EIN
84-4633153
Plan number
001
Plan type
2
Location
Weslaco, TX
Latest filing year
2023
Participants
1,750
End-of-year plan assets
$10,088,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,750H, C20250515161140NAL0014881459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,088,988
Total liabilities (EOY)
$0
Net assets (EOY)
$10,088,988
Net assets (BOY)
$7,739,156

Income & contributions

Employer contributions
$1,540,129
Participant contributions
$1,616,979
Total contributions
$3,255,554
Total income / additions
$4,453,978

Expenses & distributions

Benefits paid
$1,974,729
Administrative expenses
$129,417
Total expenses
$2,104,146
Net increase / (decrease)
$2,349,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tcg Group Holdings, LlpNONE$129,417$02023

Related Form 5500 pages