Interior Office Solutions, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Interior Office Solutions, 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, Interior Office Solutions, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Interior Office Solutions, Inc. under EIN 33-0894213 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $6,333,498 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interior Office Solutions, Inc.
EIN
33-0894213
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
210
End-of-year plan assets
$6,333,498

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20240916124839NAL0002794768003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,333,498
Total liabilities (EOY)
$299
Net assets (EOY)
$6,333,199
Net assets (BOY)
$4,660,293

Income & contributions

Employer contributions
$208,516
Participant contributions
$781,775
Total contributions
$1,063,551
Total income / additions
$2,014,097

Expenses & distributions

Benefits paid
$316,187
Administrative expenses
$31,249
Total expenses
$347,436
Net increase / (decrease)
$1,666,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual WealthNONE$13,493not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$94not reported in the loaded dataset2023

Related Form 5500 pages