Ipc Management Inc. 401(K) Plan — Form 5500 plan (Ipc Management Inc)
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, Ipc Management Inc. 401(K) Plan is a benefit plan reported by Ipc Management Inc under EIN 25-1824291 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $5,993,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ipc Management Inc
- EIN
- 25-1824291
- Plan number
- 001
- Plan type
- 2
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $5,993,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241014131959NAL0026245601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,993,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,993,367
- Net assets (BOY)
- $4,795,067
Income & contributions
- Employer contributions
- $653,253
- Participant contributions
- $309,963
- Total contributions
- $963,216
- Total income / additions
- $1,912,914
Expenses & distributions
- Benefits paid
- $671,028
- Administrative expenses
- $43,586
- Total expenses
- $714,614
- Net increase / (decrease)
- $1,198,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance | RECORDKEEPER | $19,154 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $19,065 | $0 | 2023 |
| Metro Benefits, Inc. | CONTRACT ADMINISTRATOR | $2,400 | $5,040 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,616 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ipc Management Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harmony, PA
- Empower Annuity Insurance — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation