2023 Form 5500 filing — Iwx 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 20241014084032NAL0025743585001) for Iwx 401(K) Plan, reported by Iwx Motor Freight, LLC under EIN 92-1501126 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084032NAL0025743585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iwx Motor Freight, LLC
- EIN
- 92-1501126
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,704,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,704,397
- Participant contributions
- $531,972
- Total income / additions
- $1,960,087
- Benefits paid
- $1,310,775
- Administrative expenses
- $41,465
- Total expenses
- $1,352,240
- Net increase / (decrease)
- $607,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Srvcs | INVESTMENT ADVISOR | $41,395 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $26,046 | $3,789 |
| Benefit Plans Plus | CONTRACT ADMINISTRATOR | $12,545 | not reported in the loaded dataset |