2023 Form 5500 filing — Idaho Timber 401k Plan
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 20240903091306NAL0010480739001) for Idaho Timber 401k Plan, reported by Idaho Timber, LLC under EIN 82-0347870 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903091306NAL0010480739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Idaho Timber, LLC
- EIN
- 82-0347870
- Plan number
- 001
- Location
- Meridian, ID
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,871,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,871,017
- Employer contributions
- $123,148
- Participant contributions
- $595,729
- Total income / additions
- $2,736,692
- Benefits paid
- $1,709,407
- Administrative expenses
- $98,031
- Total expenses
- $1,807,438
- Net increase / (decrease)
- $929,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $57,981 | not reported in the loaded dataset |
| Rathbone Warwick Investment Mgmt | INVESTMENT ADVISOR | $32,080 | not reported in the loaded dataset |
| Pinnacle Pension Services, Inc. | CONTRACT ADMINISTRATOR | $4,320 | $10,000 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $0 | $0 |