2023 Form 5500 filing — Ios Employment, 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 20241014121732NAL0026125969001) for Ios Employment, LLC 401(K) Plan, reported by Ios Employment, LLC under EIN 85-1819677 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014121732NAL0026125969001
Filing year
2023
Form type
2
Plan sponsor
Ios Employment, LLC
EIN
85-1819677
Plan number
001
Location
Olathe, KS
Participants
150
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,881,649
Total liabilities (EOY)
$0
Net assets (EOY)
$2,881,649
Employer contributions
$343,728
Participant contributions
$481,351
Total income / additions
$1,203,662
Benefits paid
$204,293
Administrative expenses
$6,888
Total expenses
$211,181
Net increase / (decrease)
$992,481
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Waverly Advisors, LLCRIA$6,888$0

Related Form 5500 pages