Ih Engineers 401(K) Trust — Form 5500 plan (Ih Engineers, Pc)

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, Ih Engineers 401(K) Trust is a benefit plan reported by Ih Engineers, Pc under EIN 20-0006070 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $16,082,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ih Engineers, Pc
EIN
20-0006070
Plan number
001
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
113
End-of-year plan assets
$16,082,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20241011145903NAL0022117761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,082,102
Total liabilities (EOY)
$0
Net assets (EOY)
$16,082,102
Net assets (BOY)
$13,883,820

Income & contributions

Employer contributions
$306,276
Participant contributions
$911,402
Total contributions
$1,227,565
Total income / additions
$3,505,857

Expenses & distributions

Benefits paid
$1,247,074
Administrative expenses
$60,396
Total expenses
$1,307,575
Net increase / (decrease)
$2,198,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merill LynchINVESTMENT ADVISOR$22,332not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$20,388$02023
Marcum LlpACCOUNTANT/AUDITOR$17,680not reported in the loaded dataset2023

Related Form 5500 pages