Iso Poly Films, Inc. 401(K) Retirement Plan — Form 5500 plan (Iso Poly Films, 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, Iso Poly Films, Inc. 401(K) Retirement Plan is a benefit plan reported by Iso Poly Films, Inc. under EIN 58-2302560 and plan number 001. The latest loaded filing year is 2023. The filing reports 816 participants and $21,174,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iso Poly Films, Inc.
EIN
58-2302560
Plan number
001
Plan type
2
Location
Pompano Beach, FL
Latest filing year
2023
Participants
816
End-of-year plan assets
$21,174,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023816H, C20241119143410NAL0001725011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,174,981
Total liabilities (EOY)
$0
Net assets (EOY)
$21,174,981
Net assets (BOY)
$17,978,329

Income & contributions

Employer contributions
$496,604
Participant contributions
$1,328,168
Total contributions
$1,835,386
Total income / additions
$4,570,964

Expenses & distributions

Benefits paid
$1,276,455
Administrative expenses
$94,787
Total expenses
$1,374,312
Net increase / (decrease)
$3,196,652

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$94,787$02023
Merrill LynchCONSULTANT$0$36,5102023

Related Form 5500 pages