I&S Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (I&S 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, I&S Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by I&S Group, Inc. under EIN 41-0995051 and plan number 004. The latest loaded filing year is 2023. The filing reports 488 participants and $77,373,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I&S Group, Inc.
- EIN
- 41-0995051
- Plan number
- 004
- Plan type
- 2
- Location
- Mankato, MN
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $77,373,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H | 20241009085312NAL0010449811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,373,685
- Total liabilities (EOY)
- $1,529,155
- Net assets (EOY)
- $75,844,530
- Net assets (BOY)
- $71,533,911
Income & contributions
- Employer contributions
- $1,297,501
- Total contributions
- $1,297,501
- Total income / additions
- $4,972,020
Expenses & distributions
- Benefits paid
- $613,219
- Administrative expenses
- $4,975
- Total expenses
- $661,401
- Net increase / (decrease)
- $4,310,619
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.