Ibi Group 401(K) Plan — Form 5500 plan (Ibi Group)
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, Ibi Group 401(K) Plan is a benefit plan reported by Ibi Group under EIN 95-3268721 and plan number 001. The latest loaded filing year is 2023. The filing reports 835 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibi Group
- EIN
- 95-3268721
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241015164645NAL0029161025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $62,203,150
Income & contributions
- Employer contributions
- $1,048,896
- Participant contributions
- $4,757,377
- Total contributions
- $8,459,344
- Total income / additions
- $17,756,593
Expenses & distributions
- Benefits paid
- $8,720,636
- Administrative expenses
- $168,310
- Total expenses
- $8,888,946
- Net increase / (decrease)
- $8,867,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $181,412 | $0 | 2023 |
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $65,000 | not reported in the loaded dataset | 2023 |
| Jlk Rosenberger Llp | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibi Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Jlk Rosenberger Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation