I Supply Co. 401(K) Profit Sharing Plan — Form 5500 plan (I Supply Company)
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, I Supply Co. 401(K) Profit Sharing Plan is a benefit plan reported by I Supply Company under EIN 31-0515530 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $9,814,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I Supply Company
- EIN
- 31-0515530
- Plan number
- 001
- Plan type
- 2
- Location
- Fairborn, OH
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $9,814,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241009094542NAL0009080067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,814,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,814,225
- Net assets (BOY)
- $8,848,106
Income & contributions
- Employer contributions
- $145,176
- Participant contributions
- $772,399
- Total contributions
- $917,575
- Total income / additions
- $2,058,126
Expenses & distributions
- Benefits paid
- $1,081,528
- Administrative expenses
- $10,479
- Total expenses
- $1,092,007
- Net increase / (decrease)
- $966,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $26,530 | 2023 |
| Dynamic Pension Services, Inc | TPA | $6,645 | $4,423 | 2023 |