Iwm International LLC Employee Benefit Plan — Form 5500 plan (Iwm International, LLC)
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, Iwm International LLC Employee Benefit Plan is a benefit plan reported by Iwm International, LLC under EIN 81-0733476 and plan number 501. The latest loaded filing year is 2023. The filing reports 227 participants and $960,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iwm International, LLC
- EIN
- 81-0733476
- Plan number
- 501
- Plan type
- 2
- Location
- Hanover, PA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $960,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241015114413NAL0014512531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $960,288
- Total liabilities (EOY)
- $260,174
- Net assets (EOY)
- $700,114
- Net assets (BOY)
- $102,881
Income & contributions
- Employer contributions
- $2,947,211
- Participant contributions
- $563,453
- Total contributions
- $3,510,664
- Total income / additions
- $3,526,343
Expenses & distributions
- Benefits paid
- $2,860,950
- Administrative expenses
- $68,160
- Total expenses
- $2,929,110
- Net increase / (decrease)
- $597,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Engle Hambright & Davies, Inc. | BROKER | $32,918 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $32,247 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $11,202 | not reported in the loaded dataset | 2023 |