Iowa Limestone Company Profit Sharing Plan — Form 5500 plan (Iowa Limestone Company Dba Ilc Resources)
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, Iowa Limestone Company Profit Sharing Plan is a benefit plan reported by Iowa Limestone Company Dba Ilc Resources under EIN 42-0332760 and plan number 003. The latest loaded filing year is 2023. The filing reports 185 participants and $22,802,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iowa Limestone Company Dba Ilc Resources
- EIN
- 42-0332760
- Plan number
- 003
- Plan type
- 2
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $22,802,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240927081244NAL0001788545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,802,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,802,702
- Net assets (BOY)
- $20,414,611
Income & contributions
- Employer contributions
- $1,468,610
- Participant contributions
- $547,654
- Total contributions
- $2,019,218
- Total income / additions
- $4,840,208
Expenses & distributions
- Benefits paid
- $2,390,949
- Administrative expenses
- $47,464
- Total expenses
- $2,452,117
- Net increase / (decrease)
- $2,388,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $25,827 | $495 | 2023 |
| Bison Wealth | INVESTMENT ADVISORY | $21,791 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | THIRD PARTY ADMIN | $17,663 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | THIRD PARTY ADMIN | $16,338 | not reported in the loaded dataset | 2023 |
| Independent Financial Partners | INVESTMENT ADVISORY | $4,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iowa Limestone Company Dba Ilc Resources
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Urbandale, IA
- Nationwide — Schedule C compensation
- Bison Wealth — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Independent Financial Partners — Schedule C compensation