Retirement Income Security Plan-Fatboy Ice Cream — Form 5500 plan (Casper'S Ice Cream, 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, Retirement Income Security Plan-Fatboy Ice Cream is a benefit plan reported by Casper'S Ice Cream, LLC under EIN 87-0294727 and plan number 003. The latest loaded filing year is 2023. The filing reports 251 participants and $7,590,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Casper'S Ice Cream, LLC
- EIN
- 87-0294727
- Plan number
- 003
- Plan type
- 2
- Location
- Richmond, UT
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $7,590,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241014170345NAL0054555042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,590,812
- Net assets (EOY)
- $7,590,812
- Net assets (BOY)
- $5,863,523
Income & contributions
- Employer contributions
- $429,254
- Participant contributions
- $595,608
- Total contributions
- $1,024,862
- Total income / additions
- $2,201,859
Expenses & distributions
- Benefits paid
- $410,703
- Administrative expenses
- $63,867
- Total expenses
- $474,570
- Net increase / (decrease)
- $1,727,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ep Wealth Advisors, Inc. | NONE | $35,533 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $16,152 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $10,756 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,426 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Casper'S Ice Cream, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Richmond, UT
- Ep Wealth Advisors, Inc. — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation