2023 Form 5500 filing — Islandaire, Inc. 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 20241009124647NAL0009204035001) for Islandaire, Inc. 401(K) Plan, reported by Re Hansen Ind., Inc Dba Islandaire under EIN 26-1709702 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124647NAL0009204035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Re Hansen Ind., Inc Dba Islandaire
- EIN
- 26-1709702
- Plan number
- 001
- Location
- St. James, NY
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,429,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,429,131
- Employer contributions
- $144,521
- Participant contributions
- $582,632
- Total income / additions
- $2,373,567
- Benefits paid
- $439,163
- Administrative expenses
- $47,045
- Total expenses
- $504,221
- Net increase / (decrease)
- $1,869,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Great-West Life & Annuity | RECORD KEEPER | $34,415 | not reported in the loaded dataset |
| Lincoln Investment Planning Inc | BROKER/ADVISE R | not reported in the loaded dataset | $17,144 |
| David R Dorfman & Associates LLC | COTRACT ADMIN | not reported in the loaded dataset | $9,973 |
| Samuel Goldstein & Co Pc | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset |