2023 Form 5500 filing — Intermountain Nutrition LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240125160845NAL0015680849001) for Intermountain Nutrition LLC Retirement Plan, reported by Intermountain Nutrition LLC under EIN 46-2224436 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240125160845NAL0015680849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Nutrition LLC
- EIN
- 46-2224436
- Plan number
- 001
- Location
- Payson, UT
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,197
- Employer contributions
- $0
- Participant contributions
- $80,885
- Total income / additions
- $97,251
- Benefits paid
- $2,785
- Administrative expenses
- $1,127
- Total expenses
- $3,912
- Net increase / (decrease)
- $93,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $7,771 | $0 |
| Raymond James Financial | INVESTMENT ADV-PLAN | $3,186 | not reported in the loaded dataset |
| Retirement Plan Consultants LLC | RECORD KEEPER | $1,694 | not reported in the loaded dataset |
| Transamerica Financial Life Ins | RECORD KEEPER | $912 | $0 |
| Matrix Trust Company | RECORD KEEPER | $564 | not reported in the loaded dataset |
| Retirement Plan Consultants LLC | RECORD KEEPER | $563 | not reported in the loaded dataset |