2023 Form 5500 filing — Irving Materials, Inc. Employee Savings 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 20241014085230NAL0014665299001) for Irving Materials, Inc. Employee Savings 401(K) Plan, reported by Irving Materials, Inc. under EIN 84-3316965 and plan number 002. It reports 2,655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085230NAL0014665299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irving Materials, Inc.
- EIN
- 84-3316965
- Plan number
- 002
- Location
- Greenfield, IN
- Participants
- 2,655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $233,991,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,991,418
- Employer contributions
- $9,039,594
- Participant contributions
- $10,840,060
- Total income / additions
- $53,651,610
- Benefits paid
- $17,139,101
- Administrative expenses
- $375,987
- Total expenses
- $17,515,088
- Net increase / (decrease)
- $36,136,522
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $256,533 | not reported in the loaded dataset |
| Axia Advisory Corporation | NONE | $89,648 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $29,806 | $0 |