2023 Form 5500 filing — Innocean Worldwide Americas, 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 20241008114740NAL0008305283001) for Innocean Worldwide Americas, LLC 401(K) Plan, reported by Innocean Worldwide Americas, LLC under EIN 03-0377844 and plan number 001. It reports 786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114740NAL0008305283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innocean Worldwide Americas, LLC
- EIN
- 03-0377844
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,990,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,990,831
- Employer contributions
- $2,054,975
- Participant contributions
- $5,483,593
- Total income / additions
- $16,641,562
- Benefits paid
- $2,227,472
- Administrative expenses
- $182,471
- Total expenses
- $2,416,276
- Net increase / (decrease)
- $14,225,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc | ADVISOR | $126,452 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $49,259 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $6,760 | not reported in the loaded dataset |