Intermountain Farmers Association Salary Investment Plan And Trust — Form 5500 plan (Intermountain Farmers Association)
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, Intermountain Farmers Association Salary Investment Plan And Trust is a benefit plan reported by Intermountain Farmers Association under EIN 87-0188560 and plan number 002. The latest loaded filing year is 2023. The filing reports 615 participants and $33,785,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Farmers Association
- EIN
- 87-0188560
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 615
- End-of-year plan assets
- $33,785,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 615 | H, C | 20240809175022NAL0013888034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,785,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,785,189
- Net assets (BOY)
- $29,425,344
Income & contributions
- Employer contributions
- $1,167,157
- Participant contributions
- $1,720,396
- Total contributions
- $3,210,067
- Total income / additions
- $8,145,429
Expenses & distributions
- Benefits paid
- $3,755,628
- Administrative expenses
- $29,956
- Total expenses
- $3,785,584
- Net increase / (decrease)
- $4,359,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pruco Securities LLC | BROKER/ADVISER | $0 | $71,783 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,117 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,839 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Farmers Association
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Pruco Securities LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation