2023 Form 5500 filing — Industrial Finishes & Systems, Inc. Profit Sharing 401(K) 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 20240808115549NAL0004884529001) for Industrial Finishes & Systems, Inc. Profit Sharing 401(K) Plan, reported by Industrial Finishes & Systems, Inc. under EIN 93-0520246 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808115549NAL0004884529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Industrial Finishes & Systems, Inc.
- EIN
- 93-0520246
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,811,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,811,920
- Employer contributions
- $1,150,920
- Participant contributions
- $1,506,511
- Total income / additions
- $6,047,818
- Benefits paid
- $2,147,889
- Administrative expenses
- $264,099
- Total expenses
- $2,412,733
- Net increase / (decrease)
- $3,635,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sapient Wealth Management Services | INVESTMENT ADVISOR | $76,343 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72,848 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | TPA | $22,992 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $20,123 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |