Ideo, Lp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ideo, Lp (EIN 26-3362395) is a plan sponsor located in Cambridge, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3362395
Location
Cambridge, MA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$131,043,432
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$131,043,432

Contributions & income

Employer contributions
$1,008,765
Participant contributions
$5,181,785
Total income / additions
$30,143,833

Expenses & distributions

Benefits paid / distributions
$18,924,903
Total expenses
$19,051,923
Net increase / (decrease)
$11,091,910

Coverage

Total reported participants
888
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ideo, Lp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Ideo Profit Sharing 401(K) Plan And Trust002888$131,043,4322023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ideo, Lp
YearPlanParticipantsSchedulesFiling
2023Ideo Profit Sharing 401(K) Plan And Trust888H, C20240809154049NAL0013598354001

Related Form 5500 pages