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, Icare 401(K) Plan And Trust Agreement is a benefit plan reported by Icare Management, LLC under EIN 91-2089152 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,969 participants and $20,257,385 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,257,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,257,385
- Net assets (BOY)
- $16,638,650
Income & contributions
- Employer contributions
- $708,808
- Participant contributions
- $2,074,233
- Total contributions
- $2,932,179
- Total income / additions
- $5,927,913
Expenses & distributions
- Benefits paid
- $2,143,214
- Administrative expenses
- $128,168
- Total expenses
- $2,309,178
- Net increase / (decrease)
- $3,618,735