Irving Usa Employees 401k Plan — Form 5500 plan (Irving Oil Terminals Inc.)
Plain-English plan 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, Irving Usa Employees 401k Plan is a benefit plan reported by Irving Oil Terminals Inc. under EIN 04-3430664 and plan number 001. The latest loaded filing year is 2023. The filing reports 951 participants and $72,157,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irving Oil Terminals Inc.
- EIN
- 04-3430664
- Plan number
- 001
- Plan type
- 2
- Location
- Portsmouth, NH
- Latest filing year
- 2023
- Participants
- 951
- End-of-year plan assets
- $72,157,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 951 | H, C | 20241014104412NAL0044200528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,157,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,157,634
- Net assets (BOY)
- $61,274,453
Income & contributions
- Employer contributions
- $2,126,269
- Participant contributions
- $3,936,349
- Total contributions
- $6,241,818
- Total income / additions
- $18,089,315
Expenses & distributions
- Benefits paid
- $7,166,355
- Administrative expenses
- $39,779
- Total expenses
- $7,206,134
- Net increase / (decrease)
- $10,883,181
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guidance Point Ret Services, LLC | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Baker Newman Noyes | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $4,979 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Irving Oil Terminals Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Portsmouth, NH
- Guidance Point Ret Services, LLC — Schedule C compensation
- Baker Newman Noyes — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation