2023 Form 5500 filing — Insulation Distributors, Inc. 401(K) 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 20240926043237NAL0000143315001) for Insulation Distributors, Inc. 401(K) Plan, reported by Insulation Distributors, Inc. under EIN 41-1358695 and plan number 002. It reports 650 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240926043237NAL0000143315001
Filing year
2023
Form type
2
Plan sponsor
Insulation Distributors, Inc.
EIN
41-1358695
Plan number
002
Location
Chanhassen, MN
Participants
650
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,595,906
Total liabilities (EOY)
$61,755
Net assets (EOY)
$18,534,151
Employer contributions
$704,272
Participant contributions
$2,533,696
Total income / additions
$6,404,636
Benefits paid
$1,818,385
Administrative expenses
$90,546
Total expenses
$1,930,205
Net increase / (decrease)
$4,474,431
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Goldleaf Partners ServicesOTHER$41,581not reported in the loaded dataset
Ubs Financial ServicesINVESTMENT PROVIDER$37,287not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$30,181$0
Ascensus Holdings Inc Dba FutureplaCONTRACT ADMIN$6,087not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$3,572not reported in the loaded dataset

Related Form 5500 pages