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, Iam 401(K) Retirement Plan is a benefit plan reported by Incast Asset Management, Inc. under EIN 26-2429216 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $8,336,763 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,336,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,336,763
- Net assets (BOY)
- $6,539,493
Income & contributions
- Employer contributions
- $252,222
- Participant contributions
- $1,044,714
- Total contributions
- $1,371,385
- Total income / additions
- $2,450,151
Expenses & distributions
- Benefits paid
- $600,672
- Administrative expenses
- $52,209
- Total expenses
- $652,881
- Net increase / (decrease)
- $1,797,270