2023 Form 5500 filing — Ihcc 401(K) Retirement 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 20241014161720NAL0054387298003) for Ihcc 401(K) Retirement Plan, reported by Investors Heritage Capital Corporation under EIN 61-6030333 and plan number 004. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161720NAL0054387298003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Investors Heritage Capital Corporation
- EIN
- 61-6030333
- Plan number
- 004
- Location
- Frankfort, KY
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,248,820
- Net assets (EOY)
- $16,248,820
- Employer contributions
- $311,521
- Participant contributions
- $600,589
- Total income / additions
- $3,068,925
- Benefits paid
- $2,942,502
- Administrative expenses
- $1,476
- Total expenses
- $2,943,978
- Net increase / (decrease)
- $124,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Management Services, LLC | CONTRACT ADMIN | $150 | $7,126 |
| Principal Life Insurance Company | CONTRACT ADMIN | $1,325 | $0 |