Idaho Timber 401k Plan — Form 5500 plan (Idaho Timber, 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, Idaho Timber 401k Plan is a benefit plan reported by Idaho Timber, LLC under EIN 82-0347870 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $16,871,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idaho Timber, LLC
- EIN
- 82-0347870
- Plan number
- 001
- Plan type
- 2
- Location
- Meridian, ID
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $16,871,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20240903091306NAL0010480739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,871,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,871,017
- Net assets (BOY)
- $15,941,763
Income & contributions
- Employer contributions
- $123,148
- Participant contributions
- $595,729
- Total contributions
- $719,546
- Total income / additions
- $2,736,692
Expenses & distributions
- Benefits paid
- $1,709,407
- Administrative expenses
- $98,031
- Total expenses
- $1,807,438
- Net increase / (decrease)
- $929,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $57,981 | not reported in the loaded dataset | 2023 |
| Rathbone Warwick Investment Mgmt | INVESTMENT ADVISOR | $32,080 | not reported in the loaded dataset | 2023 |
| Pinnacle Pension Services, Inc. | CONTRACT ADMINISTRATOR | $4,320 | $10,000 | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idaho Timber, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Meridian, ID
- Empower Advisory Group, LLC — Schedule C compensation
- Rathbone Warwick Investment Mgmt — Schedule C compensation
- Pinnacle Pension Services, Inc. — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation