Industrial And Commercial Bank Of China Financial Services LLC — Form 5500 plan (Industrial And Commercial Bank O)
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, Industrial And Commercial Bank Of China Financial Services LLC is a benefit plan reported by Industrial And Commercial Bank O under EIN 30-0234854 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $29,731,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial And Commercial Bank O
- EIN
- 30-0234854
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $29,731,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241011112625NAL0010863603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,731,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,731,341
- Net assets (BOY)
- $25,369,989
Income & contributions
- Employer contributions
- $1,702,789
- Participant contributions
- $1,522,769
- Total contributions
- $3,225,558
- Total income / additions
- $6,868,646
Expenses & distributions
- Benefits paid
- $2,431,132
- Administrative expenses
- $74,691
- Total expenses
- $2,507,294
- Net increase / (decrease)
- $4,361,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc | INVESTMENT/FINANCIAL ADVI | $67,210 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,480 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |