Insulation Distributors, Inc. 401(K) Plan — Form 5500 plan (Insulation Distributors, 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, Insulation Distributors, Inc. 401(K) Plan is a benefit plan reported by Insulation Distributors, Inc. under EIN 41-1358695 and plan number 002. The latest loaded filing year is 2023. The filing reports 650 participants and $18,595,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulation Distributors, Inc.
- EIN
- 41-1358695
- Plan number
- 002
- Plan type
- 2
- Location
- Chanhassen, MN
- Latest filing year
- 2023
- Participants
- 650
- End-of-year plan assets
- $18,595,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 650 | H, C | 20240926043237NAL0000143315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,595,906
- Total liabilities (EOY)
- $61,755
- Net assets (EOY)
- $18,534,151
- Net assets (BOY)
- $14,059,720
Income & contributions
- Employer contributions
- $704,272
- Participant contributions
- $2,533,696
- Total contributions
- $4,068,634
- Total income / additions
- $6,404,636
Expenses & distributions
- Benefits paid
- $1,818,385
- Administrative expenses
- $90,546
- Total expenses
- $1,930,205
- Net increase / (decrease)
- $4,474,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldleaf Partners Services | OTHER | $41,581 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | INVESTMENT PROVIDER | $37,287 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $30,181 | $0 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $6,087 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,572 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulation Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Chanhassen, MN
- Goldleaf Partners Services — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation