Island Operating Company, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Island Operating Company, 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, Island Operating Company, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Island Operating Company, Inc. under EIN 72-1075336 and plan number 001. The latest loaded filing year is 2023. The filing reports 960 participants and $37,223,469 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Island Operating Company, Inc.
EIN
72-1075336
Plan number
001
Plan type
2
Location
Scott, LA
Latest filing year
2023
Participants
960
End-of-year plan assets
$37,223,469

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023960H, C20240917105634NAL0002783825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,223,469
Total liabilities (EOY)
$18,559
Net assets (EOY)
$37,204,910
Net assets (BOY)
$30,941,385

Income & contributions

Employer contributions
$763,760
Participant contributions
$2,653,777
Total contributions
$4,223,994
Total income / additions
$10,445,736

Expenses & distributions

Benefits paid
$4,144,057
Administrative expenses
$38,154
Total expenses
$4,182,211
Net increase / (decrease)
$6,263,525

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$25,141not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$13,013$02023

Related Form 5500 pages