Industry Employees' Incentive Savings Plan — Form 5500 plan (Dart Warehouse Corporation)
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, Industry Employees' Incentive Savings Plan is a benefit plan reported by Dart Warehouse Corporation under EIN 95-3075353 and plan number 001. The latest loaded filing year is 2023. The filing reports 750 participants and $37,366,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dart Warehouse Corporation
- EIN
- 95-3075353
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $37,366,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20240925154841NAL0014990017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,366,190
- Total liabilities (EOY)
- $165,768
- Net assets (EOY)
- $37,200,422
- Net assets (BOY)
- $34,765,316
Income & contributions
- Employer contributions
- $1,183,109
- Participant contributions
- $1,426,943
- Total contributions
- $2,986,318
- Total income / additions
- $8,054,059
Expenses & distributions
- Benefits paid
- $5,360,888
- Administrative expenses
- $77,648
- Total expenses
- $5,618,953
- Net increase / (decrease)
- $2,435,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,972 | $0 | 2023 |
| Actuarial Benefits Corp | CONTRACT ADMINISTRATOR | $4,479 | $16,051 | 2023 |
| Maginnis Knechtel & Mcin | ACCOUNTANT | $7,000 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dart Warehouse Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Principal Life Insurance Company — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation
- Maginnis Knechtel & Mcin — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation