2023 Form 5500 filing — Ipex Usa LLC 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 20241009152731NAL0010783299001) for Ipex Usa LLC Savings Plan, reported by Ipex Usa, LLC. under EIN 51-0368062 and plan number 001. It reports 1,211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.4MReported net assets$49,385,624
Participants1.2K1,211
Provider compensation$71.6K2 Schedule C row(s)$71,551
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009152731NAL0010783299001
Plan sponsor
Ipex Usa, LLC.
EIN
51-0368062
Plan number
001
Location
not reported in the loaded dataset
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.4M total assets
Net assets$49.4MLiabilities$0
Money in vs. money out
Total income / additions$16.5M
Total expenses$4.3M
Benefits paid / distributions$4.2M
Contributions
Employer$3.5M
Participant$5.1M
Full reported line items
Total assets (EOY)
$49,385,624
Total liabilities (EOY)
$0
Net assets (EOY)
$49,385,624
Employer contributions
$3,497,761
Participant contributions
$5,089,729
Total income / additions
$16,459,084
Benefits paid
$4,226,385
Administrative expenses
$71,551
Total expenses
$4,298,997
Net increase / (decrease)
$12,160,087
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $50.7K · Indirect $0
  2. 2
    ADVISOR · Direct $20.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009152731NAL0010783299001 cover?
It is the 2023 Form 5500 filing for Ipex Usa LLC Savings Plan, reported by Ipex Usa, LLC. (EIN 51-0368062).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages