2023 Form 5500 filing — Institutional Equipment Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240503102736NAL0010585587001) for Institutional Equipment Inc. Retirement Plan, reported by Institutional Equipment, Inc. under EIN 36-3866393 and plan number 002. It reports 52 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240503102736NAL0010585587001
Filing year
2023
Form type
2
Plan sponsor
Institutional Equipment, Inc.
EIN
36-3866393
Plan number
002
Location
Bolingbrook, IL
Participants
52
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,017,672
Total liabilities (EOY)
$0
Net assets (EOY)
$6,017,672
Employer contributions
$72,010
Participant contributions
$218,056
Total income / additions
$1,270,244
Benefits paid
$256,431
Administrative expenses
$2,340
Total expenses
$258,897
Net increase / (decrease)
$1,011,347
Schedule source
Schedule I

Related Form 5500 pages