2023 Form 5500 filing — Iec Members 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 20241230143929NAL0010228531001) for Iec Members Savings Plan, reported by Atlanta Chapter, Independent Electrical Contractors, Inc. under EIN 58-0956500 and plan number 333. It reports 1,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230143929NAL0010228531001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Atlanta Chapter, Independent Electrical Contractors, Inc.
- EIN
- 58-0956500
- Plan number
- 333
- Location
- Atlanta, GA
- Participants
- 1,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,804,446
- Total liabilities (EOY)
- $8
- Net assets (EOY)
- $34,804,438
- Employer contributions
- $1,343,751
- Participant contributions
- $2,829,603
- Total income / additions
- $9,589,797
- Benefits paid
- $4,173,990
- Administrative expenses
- $227,063
- Total expenses
- $4,447,753
- Net increase / (decrease)
- $5,142,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $110,913 | not reported in the loaded dataset |
| Bensource Employee Benefits | NONE | $72,779 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $11,117 | $0 |
| Cambridge Investment Research, Inc. | BROKER DEALER | $9,924 | not reported in the loaded dataset |