Iap Worldwide Services Retirement Savings Plan — Form 5500 plan (Iap Worldwide Services, 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, Iap Worldwide Services Retirement Savings Plan is a benefit plan reported by Iap Worldwide Services, Inc. under EIN 42-1628757 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,426 participants and $150,879,244 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iap Worldwide Services, Inc.
- EIN
- 42-1628757
- Plan number
- 004
- Plan type
- 2
- Location
- Cape Canaveral, FL
- Latest filing year
- 2023
- Participants
- 2,426
- End-of-year plan assets
- $150,879,244
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,426 | H, C | 20250220164015NAL0004301843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $150,879,244
- Total liabilities (EOY)
- $1,755
- Net assets (EOY)
- $150,877,489
- Net assets (BOY)
- $143,819,547
Income & contributions
- Employer contributions
- $1,243,767
- Participant contributions
- $3,992,314
- Total contributions
- $5,781,646
- Total income / additions
- $29,027,287
Expenses & distributions
- Benefits paid
- $21,792,891
- Administrative expenses
- $25,269
- Total expenses
- $21,969,345
- Net increase / (decrease)
- $7,057,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Smith & Howard | ACCOUNTANT/AUDITOR | $78,000 | not reported in the loaded dataset | 2023 |
| Usi Advisors | CONSULTANT | $42,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,042 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$100,773 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iap Worldwide Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Cape Canaveral, FL
- Smith & Howard — Schedule C compensation
- Usi Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation