Island Employment Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Island Employment Services, 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 Employment Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Island Employment Services, LLC under EIN 27-1845845 and plan number 002. The latest loaded filing year is 2023. The filing reports 533 participants and $109,018,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Island Employment Services, LLC
- EIN
- 27-1845845
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 533
- End-of-year plan assets
- $109,018,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20241014134111NAL0026294081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,018,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,018,129
- Net assets (BOY)
- $93,465,463
Income & contributions
- Employer contributions
- $2,594,073
- Participant contributions
- $3,365,711
- Total contributions
- $6,265,530
- Total income / additions
- $21,134,647
Expenses & distributions
- Benefits paid
- $5,428,142
- Administrative expenses
- $153,839
- Total expenses
- $5,581,981
- Net increase / (decrease)
- $15,552,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $48,802 | $0 | 2023 |
| Usi Advisors Inc | ADVISORS | $45,794 | not reported in the loaded dataset | 2023 |
| Marcum Llp | ACCOUNTANT | $32,240 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | CONSULTANTS | $22,014 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | OTHER | $5,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Island Employment Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Usi Advisors Inc — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- The Vanguard Group — Schedule C compensation