Industrial Supply Company, Inc. 401(K) Plan — Form 5500 plan (Industrial Supply Company, 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, Industrial Supply Company, Inc. 401(K) Plan is a benefit plan reported by Industrial Supply Company, Inc. under EIN 87-0142120 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $13,510,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Supply Company, Inc.
- EIN
- 87-0142120
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $13,510,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241015185751NAL0049446400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,510,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,510,373
- Net assets (BOY)
- $11,687,646
Income & contributions
- Employer contributions
- $277,036
- Participant contributions
- $653,644
- Total contributions
- $1,123,470
- Total income / additions
- $3,566,496
Expenses & distributions
- Benefits paid
- $1,726,499
- Administrative expenses
- $17,270
- Total expenses
- $1,743,769
- Net increase / (decrease)
- $1,822,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors, LLC | NONE | $15,205 | not reported in the loaded dataset | 2023 |
| July Business Services LLC | RECORDKEEPER | $1,320 | not reported in the loaded dataset | 2023 |
| Digital Retirement Solutions, Inc. | NONE | $745 | $0 | 2023 |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Industrial Supply Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Wells Fargo Advisors, LLC — Schedule C compensation
- July Business Services LLC — Schedule C compensation
- Digital Retirement Solutions, Inc. — Schedule C compensation
- Matrix Financial Solutions, Inc. — Schedule C compensation