2023 Form 5500 filing — Igloo Products Corp. Employees' 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 20241014105731NAL0014802995001) for Igloo Products Corp. Employees' 401(K) Plan, reported by Igloo Products Corp. under EIN 36-3474772 and plan number 305. It reports 953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105731NAL0014802995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Igloo Products Corp.
- EIN
- 36-3474772
- Plan number
- 305
- Location
- Katy, TX
- Participants
- 953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,142,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,142,526
- Employer contributions
- $1,114,129
- Participant contributions
- $2,482,776
- Total income / additions
- $8,910,593
- Benefits paid
- $3,389,731
- Administrative expenses
- $101,774
- Total expenses
- $3,560,488
- Net increase / (decrease)
- $5,350,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,783 | $0 |
| Prime Capital Investment Advisors | CONSULTANT | $30,000 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $14,420 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $12,571 | not reported in the loaded dataset |