Irwin Naturals 401(K) Plan — Form 5500 plan (Irwin Naturals)
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, Irwin Naturals 401(K) Plan is a benefit plan reported by Irwin Naturals under EIN 45-0463960 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $6,983,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irwin Naturals
- EIN
- 45-0463960
- Plan number
- 002
- Plan type
- 2
- Location
- Culver City, CA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $6,983,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20241015163642NAL0050478816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,983,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,983,536
- Net assets (BOY)
- $5,559,548
Income & contributions
- Employer contributions
- $126,263
- Participant contributions
- $772,230
- Total contributions
- $911,875
- Total income / additions
- $1,989,001
Expenses & distributions
- Benefits paid
- $501,308
- Administrative expenses
- $63,427
- Total expenses
- $565,013
- Net increase / (decrease)
- $1,423,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $29,292 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,262 | $0 | 2023 |
| Beach Freeman Lim And Cleland Llp | ACCOUNTANT/AUDITOR | $10,873 | not reported in the loaded dataset | 2023 |