2023 Form 5500 filing — Idm Companies, LLC 401(K) Profit Sharing Plan 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 20241015153556NAL0030192385001) for Idm Companies, LLC 401(K) Profit Sharing Plan Trust, reported by Idm Companies, LLC under EIN 88-3973496 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153556NAL0030192385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Idm Companies, LLC
- EIN
- 88-3973496
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,022,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,022,541
- Employer contributions
- $458,345
- Participant contributions
- $725,944
- Total income / additions
- $1,966,791
- Benefits paid
- $666,888
- Administrative expenses
- $54,856
- Total expenses
- $721,744
- Net increase / (decrease)
- $1,245,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,585 | $0 |
| Independent Retirement Consulting | 3RD PARTY ADMINISTRATOR | $22,333 | not reported in the loaded dataset |
| Ameriprise Financial Services | BROKER/ADVISOR | $0 | $20,516 |