Isco Industries Inc. Retirement Savings Plan — Form 5500 plan (Isco Industries, 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, Isco Industries Inc. Retirement Savings Plan is a benefit plan reported by Isco Industries, Inc. under EIN 61-0600157 and plan number 001. The latest loaded filing year is 2023. The filing reports 679 participants and $77,497,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Isco Industries, Inc.
- EIN
- 61-0600157
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 679
- End-of-year plan assets
- $77,497,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 679 | H, C | 20240923082912NAL0004070083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,497,505
- Total liabilities (EOY)
- $10
- Net assets (EOY)
- $77,497,495
- Net assets (BOY)
- $60,778,839
Income & contributions
- Employer contributions
- $4,113,517
- Participant contributions
- $4,946,646
- Total contributions
- $9,465,893
- Total income / additions
- $20,867,714
Expenses & distributions
- Benefits paid
- $4,016,733
- Administrative expenses
- $115,457
- Total expenses
- $4,149,058
- Net increase / (decrease)
- $16,718,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argi Investment Services LLC | ADVISOR | $53,374 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $38,545 | $0 | 2023 |
| Cerity Partners Retirement Plan | ADVISOR | $11,058 | not reported in the loaded dataset | 2023 |
| Cherry Bekaert | ACCOUNTANT/AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Isco Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Argi Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Cerity Partners Retirement Plan — Schedule C compensation
- Cherry Bekaert — Schedule C compensation