2023 Form 5500 filing — Icon Management Services, Inc. 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 20241101183701NAL0005229984001) for Icon Management Services, Inc. 401(K) Plan, reported by Icon Management Services,Inc under EIN 81-5182256 and plan number 001. It reports 1,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241101183701NAL0005229984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Icon Management Services,Inc
- EIN
- 81-5182256
- Plan number
- 001
- Location
- Bradenton, FL
- Participants
- 1,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,283
- Total income / additions
- $9,121
- Benefits paid
- $0
- Administrative expenses
- $5,504
- Total expenses
- $5,504
- Net increase / (decrease)
- $3,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fountainhead Capital Management LLC | SERVICE PROVIDER | $4,046 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $1,457 | $0 |