Ivan Ware & Son Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ivan Ware & Son 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, Ivan Ware & Son Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ivan Ware & Son Inc. under EIN 61-0597150 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $26,419,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ivan Ware & Son Inc.
- EIN
- 61-0597150
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $26,419,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240916073557NAL0001827168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,419,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,419,881
- Net assets (BOY)
- $20,332,274
Income & contributions
- Employer contributions
- $1,019,321
- Participant contributions
- $1,679,214
- Total contributions
- $2,968,988
- Total income / additions
- $6,884,994
Expenses & distributions
- Benefits paid
- $661,528
- Administrative expenses
- $135,859
- Total expenses
- $797,387
- Net increase / (decrease)
- $6,087,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $82,701 | $0 | 2023 |
| Shepherd Financial Investment Advis | RETAINED BY EMPLOYER | $53,158 | not reported in the loaded dataset | 2023 |