Industrial Group Intermediate Holdings, LLC Retirement Savings Plan — Form 5500 plan (Industrial Group Intermediate Holdings, 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, Industrial Group Intermediate Holdings, LLC Retirement Savings Plan is a benefit plan reported by Industrial Group Intermediate Holdings, LLC under EIN 46-5377299 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $10,806,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Group Intermediate Holdings, LLC
- EIN
- 46-5377299
- Plan number
- 001
- Plan type
- 2
- Location
- Rye, NY
- Latest filing year
- 2023
- Participants
- 241
- End-of-year plan assets
- $10,806,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 241 | H, C | 20241015104113NAL0028094273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,806,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,806,983
- Net assets (BOY)
- $9,252,593
Income & contributions
- Employer contributions
- $391,111
- Participant contributions
- $521,592
- Total contributions
- $1,045,662
- Total income / additions
- $2,655,851
Expenses & distributions
- Benefits paid
- $1,096,685
- Administrative expenses
- $4,776
- Total expenses
- $1,101,461
- Net increase / (decrease)
- $1,554,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $9,669 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,776 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Industrial Group Intermediate Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rye, NY
- Ubs Financial Services Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation