2023 Form 5500 filing — Intercool Usa, LLC 401(K) & Profit Sharing Plan & Trust
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 20241002052934NAL0004602499001) for Intercool Usa, LLC 401(K) & Profit Sharing Plan & Trust, reported by Intercool Usa, LLC under EIN 81-4852676 and plan number 002. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002052934NAL0004602499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercool Usa, LLC
- EIN
- 81-4852676
- Plan number
- 002
- Location
- Carrollton, TX
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,858,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,858,686
- Employer contributions
- $424,897
- Participant contributions
- $923,046
- Total income / additions
- $2,237,949
- Benefits paid
- $597,243
- Administrative expenses
- $27,472
- Total expenses
- $632,318
- Net increase / (decrease)
- $1,605,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Service | INVESTMENT/FINANCIAL ADVI | $21,267 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,205 | $0 |