Ios Employment, LLC 401(K) Plan — Form 5500 plan (Ios Employment, LLC)

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, Ios Employment, LLC 401(K) Plan is a benefit plan reported by Ios Employment, LLC under EIN 85-1819677 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $2,881,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ios Employment, LLC
EIN
85-1819677
Plan number
001
Plan type
2
Location
Olathe, KS
Latest filing year
2023
Participants
150
End-of-year plan assets
$2,881,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241014121732NAL0026125969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,881,649
Total liabilities (EOY)
$0
Net assets (EOY)
$2,881,649
Net assets (BOY)
$1,889,168

Income & contributions

Employer contributions
$343,728
Participant contributions
$481,351
Total contributions
$825,079
Total income / additions
$1,203,662

Expenses & distributions

Benefits paid
$204,293
Administrative expenses
$6,888
Total expenses
$211,181
Net increase / (decrease)
$992,481

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$6,888$02023

Related Form 5500 pages