2023 Form 5500 filing — Interior/Exterior Building Supply 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 20241015180329NAL0029331121001) for Interior/Exterior Building Supply 401(K) Profit Sharing Plan And Trust, reported by Interior/Exterior Building Supply, Limited Partnership under EIN 72-1514223 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.9MReported net assets$20,856,728
Participants382
Provider compensation$82.8K2 Schedule C row(s)$82,781
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015180329NAL0029331121001
Plan sponsor
Interior/Exterior Building Supply, Limited Partnership
EIN
72-1514223
Plan number
001
Location
New Orleans, LA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$21M total assets
Net assets$20.9MLiabilities$127.5K
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$418.3K
Participant$1.1M
Full reported line items
Total assets (EOY)
$20,984,242
Total liabilities (EOY)
$127,514
Net assets (EOY)
$20,856,728
Employer contributions
$418,299
Participant contributions
$1,137,957
Total income / additions
$4,938,131
Benefits paid
$1,198,497
Administrative expenses
$82,781
Total expenses
$1,281,278
Net increase / (decrease)
$3,656,853

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$55,313$0
Alerus Investment Advisors, Inc.NONE$27,468$0

Related Form 5500 pages