2023 Form 5500 filing — Iconma 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 20241011094510NAL0022507665001) for Iconma LLC 401(K) Profit Sharing Plan & Trust, reported by Iconma LLC under EIN 38-3519215 and plan number 001. It reports 1,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094510NAL0022507665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iconma LLC
- EIN
- 38-3519215
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 1,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,183,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,183,311
- Employer contributions
- $0
- Participant contributions
- $1,633,314
- Total income / additions
- $2,829,563
- Benefits paid
- $1,063,686
- Administrative expenses
- $53,837
- Total expenses
- $1,119,823
- Net increase / (decrease)
- $1,709,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $29,758 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $24,079 | not reported in the loaded dataset |