Intermountain Electronics, Inc. Of Price, Utah 401(K) Profit Sharing Plan — Form 5500 plan (Intermountain Electronics, Inc. Of Price, Utah)
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 Electronics, Inc. Of Price, Utah 401(K) Profit Sharing Plan is a benefit plan reported by Intermountain Electronics, Inc. Of Price, Utah under EIN 87-0465100 and plan number 001. The latest loaded filing year is 2023. The filing reports 577 participants and $29,271,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Electronics, Inc. Of Price, Utah
- EIN
- 87-0465100
- Plan number
- 001
- Plan type
- 2
- Location
- Price, UT
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $29,271,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20240905130321NAL0021071185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,271,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,271,327
- Net assets (BOY)
- $22,553,757
Income & contributions
- Employer contributions
- $1,368,550
- Participant contributions
- $1,977,119
- Total contributions
- $3,841,068
- Total income / additions
- $8,219,659
Expenses & distributions
- Benefits paid
- $1,315,295
- Administrative expenses
- $159,080
- Total expenses
- $1,502,089
- Net increase / (decrease)
- $6,717,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $90,917 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,646 | $0 | 2023 |
| Tanner LLC | AUDITOR | $15,517 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Electronics, Inc. Of Price, Utah
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Price, UT
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Tanner LLC — Schedule C compensation