401(K) Savings Plan Of The Ideal Group Of Companies — Form 5500 plan (The Ideal Group, Inc.)

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, 401(K) Savings Plan Of The Ideal Group Of Companies is a benefit plan reported by The Ideal Group, Inc. under EIN 38-3517635 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $25,953,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ideal Group, Inc.
EIN
38-3517635
Plan number
001
Plan type
2
Location
Detroit, MI
Latest filing year
2023
Participants
442
End-of-year plan assets
$25,953,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023442H, C20240801125714NAL0015204131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,953,418
Net assets (EOY)
$25,953,418
Net assets (BOY)
$19,945,928

Income & contributions

Employer contributions
$833,275
Participant contributions
$1,964,754
Total contributions
$2,839,156
Total income / additions
$6,565,664

Expenses & distributions

Benefits paid
$465,054
Administrative expenses
$93,120
Total expenses
$558,174
Net increase / (decrease)
$6,007,490

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors LLCADVISOR$53,544not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$39,577$02023

Related Form 5500 pages