Iconix Waterworks (Us) Inc. 401k Retirement Plan — Form 5500 plan (Iconix Waterworks (Us) 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, Iconix Waterworks (Us) Inc. 401k Retirement Plan is a benefit plan reported by Iconix Waterworks (Us) Inc. under EIN 71-1034094 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $6,782,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iconix Waterworks (Us) Inc.
- EIN
- 71-1034094
- Plan number
- 001
- Plan type
- 2
- Location
- Snohomish, WA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $6,782,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240915080810NAL0000288403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,782,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,782,136
- Net assets (BOY)
- $5,306,991
Income & contributions
- Employer contributions
- $415,869
- Participant contributions
- $622,281
- Total contributions
- $1,057,262
- Total income / additions
- $1,990,779
Expenses & distributions
- Benefits paid
- $493,237
- Administrative expenses
- $22,397
- Total expenses
- $515,634
- Net increase / (decrease)
- $1,475,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holding LLC | RECORDKEEPER | $11,510 | $0 | 2023 |
| Bensler LLC | ADVISOR | $10,887 | not reported in the loaded dataset | 2023 |