Plan5500

Lineage Profit Sharing 401(K) Plan — Form 5500 plan (Innovative Office Systems, LLC)

Plain-English plan 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, Lineage Profit Sharing 401(K) Plan is a benefit plan reported by Innovative Office Systems, LLC under EIN 13-4206702 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $7,605,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Innovative Office Systems, LLC
EIN
13-4206702
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
165
End-of-year plan assets
$7,605,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241015165231NAL0029172145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,605,719
Net assets (EOY)
$7,605,719
Net assets (BOY)
$6,515,816

Income & contributions

Employer contributions
$408,761
Participant contributions
$227,702
Total contributions
$636,463
Total income / additions
$1,783,982

Expenses & distributions

Benefits paid
$663,930
Administrative expenses
$30,149
Total expenses
$694,079
Net increase / (decrease)
$1,089,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Actuarial Consulting ServicesTHIRD PARTY ADMINISTRATOnot reported in the loaded datasetnot reported in the loaded dataset2023
Matrix Trust CompanyRECORDKEEPERnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages