Ifs North America 401(K) Plan — Form 5500 plan (Ifs North America, 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, Ifs North America 401(K) Plan is a benefit plan reported by Ifs North America, Inc. under EIN 39-1292200 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $118,639,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ifs North America, Inc.
EIN
39-1292200
Plan number
001
Plan type
2
Location
Itasca, IL
Latest filing year
2023
Participants
565
End-of-year plan assets
$118,639,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023565H, C20241217151320NAL0002669681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$118,639,267
Total liabilities (EOY)
$0
Net assets (EOY)
$118,639,267
Net assets (BOY)
$85,665,501

Income & contributions

Employer contributions
$1,539,777
Participant contributions
$5,746,196
Total contributions
$28,772,287
Total income / additions
$43,635,901

Expenses & distributions

Benefits paid
$10,407,998
Administrative expenses
$242,830
Total expenses
$10,662,135
Net increase / (decrease)
$32,973,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$129,500$02023
Gallagher Benefit Services Inc DbaINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Sikich LlpNONE$16,332not reported in the loaded dataset2023

Related Form 5500 pages