Incentive Planning Corp. Retirement Plan — Form 5500 plan (Incentive Planning Corp.)
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, Incentive Planning Corp. Retirement Plan is a benefit plan reported by Incentive Planning Corp. under EIN 20-4398081 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $5,881,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Incentive Planning Corp.
- EIN
- 20-4398081
- Plan number
- 001
- Plan type
- 2
- Location
- Wauchula, FL
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $5,881,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240829131950NAL0029382994001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,881,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,881,407
- Net assets (BOY)
- $5,683,235
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $198,172
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $198,172
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.