Plan5500

Icario, Inc. 401(K) Plan — Form 5500 plan (Icario, 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, Icario, Inc. 401(K) Plan is a benefit plan reported by Icario, Inc. under EIN 85-3192831 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $17,580,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Icario, Inc.
EIN
85-3192831
Plan number
001
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
439
End-of-year plan assets
$17,580,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20240816114031NAL0024534000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,580,649
Total liabilities (EOY)
$0
Net assets (EOY)
$17,580,649
Net assets (BOY)
$15,426,770

Income & contributions

Employer contributions
$989,366
Participant contributions
$1,991,639
Total contributions
$3,477,621
Total income / additions
$6,480,599

Expenses & distributions

Benefits paid
$4,224,627
Administrative expenses
$102,093
Total expenses
$4,326,720
Net increase / (decrease)
$2,153,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$54,047$02023
Christensen Group Financial LLCADVISOR$39,938not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$8,108not reported in the loaded dataset2023

Related Form 5500 pages