2023 Form 5500 filing — Ingram 401(K) 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 20240725143155NAL0014667553001) for Ingram 401(K) Plan, reported by Ingram Industries Inc. under EIN 62-0673043 and plan number 002. It reports 8,952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725143155NAL0014667553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ingram Industries Inc.
- EIN
- 62-0673043
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 8,952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $573,308,982
- Total liabilities (EOY)
- $89,334
- Net assets (EOY)
- $573,219,648
- Employer contributions
- $14,860,045
- Participant contributions
- $27,296,219
- Total income / additions
- $126,239,966
- Benefits paid
- $55,587,464
- Administrative expenses
- $729,833
- Total expenses
- $56,263,409
- Net increase / (decrease)
- $69,976,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY CLIENT | $740,030 | $0 |
| Capfinancial Partners, LLC. | RETAINED BY EMPLOYER | $51,323 | not reported in the loaded dataset |
| Thomson Reuters - West | RETAINED BY EMPLOYER | $10,641 | not reported in the loaded dataset |