2023 Form 5500 filing — Irving Usa Employees 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 20241014104412NAL0044200528001) for Irving Usa Employees 401k Plan, reported by Irving Oil Terminals Inc. under EIN 04-3430664 and plan number 001. It reports 951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104412NAL0044200528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irving Oil Terminals Inc.
- EIN
- 04-3430664
- Plan number
- 001
- Location
- Portsmouth, NH
- Participants
- 951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,157,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,157,634
- Employer contributions
- $2,126,269
- Participant contributions
- $3,936,349
- Total income / additions
- $18,089,315
- Benefits paid
- $7,166,355
- Administrative expenses
- $39,779
- Total expenses
- $7,206,134
- Net increase / (decrease)
- $10,883,181
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guidance Point Ret Services, LLC | NONE | $24,000 | not reported in the loaded dataset |
| Baker Newman Noyes | NONE | $10,800 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $4,979 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $0 |