Instrument Development Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Instrument Development Co., 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, Instrument Development Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Instrument Development Co., LLC under EIN 39-1585181 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $11,347,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Instrument Development Co., LLC
EIN
39-1585181
Plan number
001
Plan type
2
Location
Mukwonago, WI
Latest filing year
2023
Participants
328
End-of-year plan assets
$11,347,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241009150759NAL0009336995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,347,621
Total liabilities (EOY)
$0
Net assets (EOY)
$11,347,621
Net assets (BOY)
$8,733,842

Income & contributions

Employer contributions
$789,873
Participant contributions
$1,066,967
Total contributions
$1,881,990
Total income / additions
$3,453,664

Expenses & distributions

Benefits paid
$759,922
Administrative expenses
$69,816
Total expenses
$839,885
Net increase / (decrease)
$2,613,779

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$69,816$02023
Cbiz Investment Advisory ServicesINVESTMENT ADVISORY$0$31,4092023

Related Form 5500 pages