Ideo Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Ideo, Lp)
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, Ideo Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Ideo, Lp under EIN 26-3362395 and plan number 002. The latest loaded filing year is 2023. The filing reports 888 participants and $131,043,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ideo, Lp
- EIN
- 26-3362395
- Plan number
- 002
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 888
- End-of-year plan assets
- $131,043,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 888 | H, C | 20240809154049NAL0013598354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,043,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,043,432
- Net assets (BOY)
- $119,951,522
Income & contributions
- Employer contributions
- $1,008,765
- Participant contributions
- $5,181,785
- Total contributions
- $6,380,101
- Total income / additions
- $30,143,833
Expenses & distributions
- Benefits paid
- $18,924,903
- Administrative expenses
- $118,217
- Total expenses
- $19,051,923
- Net increase / (decrease)
- $11,091,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $36,487 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $33,505 | not reported in the loaded dataset | 2023 |
| Mayflower Financial Advisors LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ideo, Lp
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mayflower Financial Advisors LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation