Integrated Warehouse Solutions, Inc. 401(K) Plan — Form 5500 plan (Integrated Warehouse 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, Integrated Warehouse Solutions, Inc. 401(K) Plan is a benefit plan reported by Integrated Warehouse Solutions, Inc. under EIN 46-1419616 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $8,849,230 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Integrated Warehouse Solutions, Inc.
EIN
46-1419616
Plan number
001
Plan type
2
Location
Burleson, TX
Latest filing year
2023
Participants
350
End-of-year plan assets
$8,849,230

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20240911132311NAL0012378736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,849,230
Total liabilities (EOY)
$0
Net assets (EOY)
$8,849,230
Net assets (BOY)
$7,164,036

Income & contributions

Employer contributions
$261,673
Participant contributions
$979,285
Total contributions
$1,686,382
Total income / additions
$2,952,216

Expenses & distributions

Benefits paid
$1,225,681
Administrative expenses
$31,857
Total expenses
$1,267,022
Net increase / (decrease)
$1,685,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$19,855$02023
Intellicents Investment Solutions IINVESTMENT ADVISOR$12,002not reported in the loaded dataset2023

Related Form 5500 pages