2023 Form 5500 filing — Ion Intermediate Holdings, LLC 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 20250401170042NAL0008252945001) for Ion Intermediate Holdings, LLC 401(K) Plan, reported by Ion Intermediate Holdings, LLC under EIN 83-1904447 and plan number 001. It reports 1,179 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)$87.6MReported net assets$87,578,855
Participants1.2K1,179
Provider compensation$350K3 Schedule C row(s)$350,022
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250401170042NAL0008252945001
Plan sponsor
Ion Intermediate Holdings, LLC
EIN
83-1904447
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$87.6M total assets
Net assets$87.6MLiabilities$0
Money in vs. money out
Total income / additions$20.8M
Total expenses$11.1M
Benefits paid / distributions$10.8M
Contributions
Employer$2.4M
Participant$5M
Full reported line items
Total assets (EOY)
$87,578,855
Total liabilities (EOY)
$0
Net assets (EOY)
$87,578,855
Employer contributions
$2,442,951
Participant contributions
$5,003,028
Total income / additions
$20,842,685
Benefits paid
$10,781,433
Administrative expenses
$274,015
Total expenses
$11,068,578
Net increase / (decrease)
$9,774,107
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $248.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $101.5K
  3. 3
    OTHER · Direct $400

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250401170042NAL0008252945001 cover?
It is the 2023 Form 5500 filing for Ion Intermediate Holdings, LLC 401(K) Plan, reported by Ion Intermediate Holdings, LLC (EIN 83-1904447).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages