2023 Form 5500 filing — Iw Technologies 401(K) Profit Sharing Plan And Trust
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 20241015071519NAL0027752913001) for Iw Technologies 401(K) Profit Sharing Plan And Trust, reported by Iw Technologies under EIN 36-2882253 and plan number 003. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071519NAL0027752913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iw Technologies
- EIN
- 36-2882253
- Plan number
- 003
- Location
- Elgin, IL
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,612,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,612,627
- Employer contributions
- $137,515
- Participant contributions
- $462,803
- Total income / additions
- $2,032,703
- Benefits paid
- $627,786
- Administrative expenses
- $35,657
- Total expenses
- $671,989
- Net increase / (decrease)
- $1,360,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $26,615 | not reported in the loaded dataset |
| Tbs Agency, Inc. | BROKER DEALER | $0 | $22,722 |
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $9,042 | $3,868 |