2023 Form 5500 filing — Iaa 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 20241014212408NAL0015560259001) for Iaa 401(K) Plan, reported by Iaa Holdings LLC. under EIN 83-1030538 and plan number 002. It reports 4,066 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014212408NAL0015560259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iaa Holdings LLC.
- EIN
- 83-1030538
- Plan number
- 002
- Location
- Westchester, IL
- Participants
- 4,066
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $291,901,997
- Total liabilities (EOY)
- $2,198,166
- Net assets (EOY)
- $289,703,831
- Employer contributions
- $5,673,081
- Participant contributions
- $11,394,434
- Total income / additions
- $41,504,377
- Benefits paid
- $14,199,069
- Administrative expenses
- $139,010
- Total expenses
- $14,356,641
- Net increase / (decrease)
- $27,147,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $89,212 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,789 | $0 |