Island Creek Associates 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Island Creek Associates, LLC)

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, Island Creek Associates 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Island Creek Associates, LLC under EIN 26-4395234 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $6,046,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Island Creek Associates, LLC
EIN
26-4395234
Plan number
001
Plan type
2
Location
California, MD
Latest filing year
2023
Participants
191
End-of-year plan assets
$6,046,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20241003134343NAL0017180112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,046,237
Total liabilities (EOY)
$0
Net assets (EOY)
$6,046,237
Net assets (BOY)
$4,322,122

Income & contributions

Employer contributions
$263,727
Participant contributions
$598,405
Total contributions
$1,443,353
Total income / additions
$2,232,212

Expenses & distributions

Benefits paid
$473,529
Administrative expenses
$34,568
Total expenses
$508,097
Net increase / (decrease)
$1,724,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.FINANCIAL ADVISOR$12,194not reported in the loaded dataset2023
John Hancock Life Insurance Co (UsaRECORDKEEPING & INFO MGM$2,031$02023

Related Form 5500 pages