Plan5500

Ibaset, Inc. Savings Plan — Form 5500 plan (Ibaset, 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, Ibaset, Inc. Savings Plan is a benefit plan reported by Ibaset, Inc. under EIN 47-3890327 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $29,838,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibaset, Inc.
EIN
47-3890327
Plan number
001
Plan type
2
Location
Lake Forest, CA
Latest filing year
2023
Participants
232
End-of-year plan assets
$29,838,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20250121151721NAL0003218913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,838,414
Total liabilities (EOY)
$0
Net assets (EOY)
$29,838,414
Net assets (BOY)
$25,552,257

Income & contributions

Employer contributions
$430,291
Participant contributions
$2,044,432
Total contributions
$2,526,755
Total income / additions
$6,806,626

Expenses & distributions

Benefits paid
$2,463,289
Administrative expenses
$51,023
Total expenses
$2,520,469
Net increase / (decrease)
$4,286,157

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$51,022$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$13,3522023
Concurrent Investment Advisors, LLCINVESTMENT ADVISORY$0$6,6482023

Related Form 5500 pages