Icon Retirement Plan — Form 5500 plan (Icon Information Consultants, Lp)
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, Icon Retirement Plan is a benefit plan reported by Icon Information Consultants, Lp under EIN 76-0555545 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,150 participants and $52,912,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Icon Information Consultants, Lp
- EIN
- 76-0555545
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 6,150
- End-of-year plan assets
- $52,912,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,150 | H, C | 20241015194408NAL0029521217004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,912,922
- Net assets (EOY)
- $52,912,922
- Net assets (BOY)
- $38,796,451
Income & contributions
- Employer contributions
- $15,200
- Participant contributions
- $14,293,633
- Total contributions
- $16,541,726
- Total income / additions
- $23,822,677
Expenses & distributions
- Benefits paid
- $9,331,225
- Administrative expenses
- $345,910
- Total expenses
- $9,706,206
- Net increase / (decrease)
- $14,116,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORD-KEEPER | $230,962 | $0 | 2023 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $40,911 | $0 | 2023 |
| Lpl Financial LLC | RIA | $22,500 | $0 | 2023 |
| Eepb | AUDITOR | $22,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Icon Information Consultants, Lp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- John Hancock Life Insurance Company — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Eepb — Schedule C compensation