2023 Form 5500 filing — Reddy Ice 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 20250609141307NAL0024486672001) for Reddy Ice LLC 401(K) Plan, reported by Reddy Ice LLC under EIN 75-2244985 and plan number 001. It reports 2,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609141307NAL0024486672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reddy Ice LLC
- EIN
- 75-2244985
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 2,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,005,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,005,180
- Employer contributions
- $1,481,151
- Participant contributions
- $4,627,991
- Total income / additions
- $11,545,623
- Benefits paid
- $5,769,950
- Administrative expenses
- $220,735
- Total expenses
- $5,991,523
- Net increase / (decrease)
- $5,554,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $220,735 | $0 |
| Alliant Insurance Services, Inc. | INVESTMENT ADVISORY | $0 | $53,292 |
| Whitley Penn Llp | ACCOUNTANT | $0 | $18,689 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |