2023 Form 5500 filing — International Shoppes, Inc. 401(K) Profit Sharing 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 20240913095858NAL0011470849001) for International Shoppes, Inc. 401(K) Profit Sharing Plan, reported by International Shoppes, Inc. under EIN 11-1976807 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913095858NAL0011470849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Shoppes, Inc.
- EIN
- 11-1976807
- Plan number
- 001
- Location
- Valley Stream, NY
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,265,566
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,265,566
- Employer contributions
- $211,312
- Participant contributions
- $651,152
- Total income / additions
- $2,481,376
- Benefits paid
- $962,755
- Administrative expenses
- $20,918
- Total expenses
- $988,287
- Net increase / (decrease)
- $1,493,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $19,358 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,560 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |