2023 Form 5500 filing — Inh Retirement Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729072900NAL0019086769001) for Inh Retirement Plan And Trust, reported by Illies, Nohava, Heinen Property Management, Inc. under EIN 41-1399179 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729072900NAL0019086769001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Illies, Nohava, Heinen Property Management, Inc.
- EIN
- 41-1399179
- Plan number
- 001
- Location
- Waite Park, MN
- Participants
- 160
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,560,856
- Net assets (EOY)
- $7,560,856
- Employer contributions
- $166,303
- Participant contributions
- $386,147
- Total income / additions
- $1,582,826
- Benefits paid
- $450,522
- Administrative expenses
- $15,838
- Total expenses
- $466,360
- Net increase / (decrease)
- $1,116,466
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | INVESTMENT MGMT | $15,711 | not reported in the loaded dataset |