2023 Form 5500 filing — Innovative Refrigeration Systems, Inc. 401k 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 20241003123504NAL0020564850001) for Innovative Refrigeration Systems, Inc. 401k Plan, reported by Innovative Refrigeration Systems, Inc. under EIN 23-2725173 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003123504NAL0020564850001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovative Refrigeration Systems, Inc.
- EIN
- 23-2725173
- Plan number
- 001
- Location
- Lyndhurst, VA
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,655,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,655,996
- Employer contributions
- $1,958,103
- Participant contributions
- $2,139,865
- Total income / additions
- $8,022,762
- Benefits paid
- $2,382,410
- Administrative expenses
- $63,811
- Total expenses
- $2,450,452
- Net increase / (decrease)
- $5,572,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial | RETAINED BY EMPLOYER | $51,360 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $12,451 | $0 |