2023 Form 5500 filing — Irwin Naturals 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 20241015163642NAL0050478816001) for Irwin Naturals 401(K) Plan, reported by Irwin Naturals under EIN 45-0463960 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163642NAL0050478816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irwin Naturals
- EIN
- 45-0463960
- Plan number
- 002
- Location
- Culver City, CA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,983,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,983,536
- Employer contributions
- $126,263
- Participant contributions
- $772,230
- Total income / additions
- $1,989,001
- Benefits paid
- $501,308
- Administrative expenses
- $63,427
- Total expenses
- $565,013
- Net increase / (decrease)
- $1,423,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $29,292 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,262 | $0 |
| Beach Freeman Lim And Cleland Llp | ACCOUNTANT/AUDITOR | $10,873 | not reported in the loaded dataset |