2023 Form 5500 filing — Intermountain Farmers Association Salary Investment 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 20240809175022NAL0013888034001) for Intermountain Farmers Association Salary Investment Plan And Trust, reported by Intermountain Farmers Association under EIN 87-0188560 and plan number 002. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809175022NAL0013888034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Farmers Association
- EIN
- 87-0188560
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,785,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,785,189
- Employer contributions
- $1,167,157
- Participant contributions
- $1,720,396
- Total income / additions
- $8,145,429
- Benefits paid
- $3,755,628
- Administrative expenses
- $29,956
- Total expenses
- $3,785,584
- Net increase / (decrease)
- $4,359,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pruco Securities LLC | BROKER/ADVISER | $0 | $71,783 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,117 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,839 | $0 |