2023 Form 5500 filing — Iap Worldwide Services Retirement 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 20250220164015NAL0004301843001) for Iap Worldwide Services Retirement Savings Plan, reported by Iap Worldwide Services, Inc. under EIN 42-1628757 and plan number 004. It reports 2,426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220164015NAL0004301843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iap Worldwide Services, Inc.
- EIN
- 42-1628757
- Plan number
- 004
- Location
- Cape Canaveral, FL
- Participants
- 2,426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,879,244
- Total liabilities (EOY)
- $1,755
- Net assets (EOY)
- $150,877,489
- Employer contributions
- $1,243,767
- Participant contributions
- $3,992,314
- Total income / additions
- $29,027,287
- Benefits paid
- $21,792,891
- Administrative expenses
- $25,269
- Total expenses
- $21,969,345
- Net increase / (decrease)
- $7,057,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith & Howard | ACCOUNTANT/AUDITOR | $78,000 | not reported in the loaded dataset |
| Usi Advisors | CONSULTANT | $42,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $6,042 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$100,773 | $0 |