2023 Form 5500 filing — Isco Industries Inc. Retirement Savings 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 20240923082912NAL0004070083001) for Isco Industries Inc. Retirement Savings Plan, reported by Isco Industries, Inc. under EIN 61-0600157 and plan number 001. It reports 679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923082912NAL0004070083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Isco Industries, Inc.
- EIN
- 61-0600157
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,497,505
- Total liabilities (EOY)
- $10
- Net assets (EOY)
- $77,497,495
- Employer contributions
- $4,113,517
- Participant contributions
- $4,946,646
- Total income / additions
- $20,867,714
- Benefits paid
- $4,016,733
- Administrative expenses
- $115,457
- Total expenses
- $4,149,058
- Net increase / (decrease)
- $16,718,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argi Investment Services LLC | ADVISOR | $53,374 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $38,545 | $0 |
| Cerity Partners Retirement Plan | ADVISOR | $11,058 | not reported in the loaded dataset |
| Cherry Bekaert | ACCOUNTANT/AUDITOR | $8,000 | not reported in the loaded dataset |