2023 Form 5500 filing — Inwesco Incorporated 401(K) Employee Savings 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 20250203125400NAL0003205635001) for Inwesco Incorporated 401(K) Employee Savings Plan And Trust, reported by Inwesco, Inc. under EIN 95-3319063 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203125400NAL0003205635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inwesco, Inc.
- EIN
- 95-3319063
- Plan number
- 002
- Location
- Azusa, CA
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,462,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,462,881
- Total income / additions
- $230,088
- Benefits paid
- $362,074
- Administrative expenses
- $20,443
- Total expenses
- $382,517
- Net increase / (decrease)
- -$152,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $8,620 |