2023 Form 5500 filing — Intermountain Wood Products, Inc. 401(K) And Profit Sharing 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 20240919125801NAL0008290080001) for Intermountain Wood Products, Inc. 401(K) And Profit Sharing Plan, reported by Intermountain Wood Products, Inc. under EIN 87-0142510 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919125801NAL0008290080001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Wood Products, Inc.
- EIN
- 87-0142510
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,528,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,528,072
- Employer contributions
- $235,495
- Participant contributions
- $573,318
- Total income / additions
- $2,060,163
- Benefits paid
- $405,727
- Administrative expenses
- $76,020
- Total expenses
- $481,747
- Net increase / (decrease)
- $1,578,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Investment Advisors | INVESTMENT ADVISOR | $59,744 | not reported in the loaded dataset |
| Milliman | NONE | $16,276 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |