2023 Form 5500 filing — Iko Hourly Employee Savings 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 20241015185442NAL0029433921001) for Iko Hourly Employee Savings Plan, reported by Iko Industries, Inc. under EIN 16-1007213 and plan number 002. It reports 582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.3MReported net assets$12,256,556
Participants582
Provider compensation$4.8K1 Schedule C row(s)$4,755
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015185442NAL0029433921001
Plan sponsor
Iko Industries, Inc.
EIN
16-1007213
Plan number
002
Location
Wilmington, DE
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$787K
Participant$1.3M
Full reported line items
Total assets (EOY)
$12,256,556
Total liabilities (EOY)
$0
Net assets (EOY)
$12,256,556
Employer contributions
$786,961
Participant contributions
$1,294,853
Total income / additions
$3,956,298
Benefits paid
$1,640,577
Administrative expenses
$4,755
Total expenses
$1,645,810
Net increase / (decrease)
$2,310,488

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationNONE$4,755$0

Related Form 5500 pages