2023 Form 5500 filing — Island Capital Group LLC 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 20240909124951NAL0009196226001) for Island Capital Group LLC 401(K) Plan, reported by Island Capital Group LLC under EIN 36-4525612 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909124951NAL0009196226001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Island Capital Group LLC
- EIN
- 36-4525612
- Plan number
- 001
- Location
- Greenville, SC
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,901,038
- Net assets (EOY)
- $65,901,038
- Employer contributions
- $751,782
- Participant contributions
- $1,748,586
- Total income / additions
- $12,494,442
- Benefits paid
- $5,497,460
- Administrative expenses
- $81,316
- Total expenses
- $5,578,776
- Net increase / (decrease)
- $6,915,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | NONE | $42,438 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $32,542 | not reported in the loaded dataset |
| Krilogy Financial LLC | NONE | $6,412 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $6 | $0 |