2023 Form 5500 filing — Intermountain Electronics, Inc. Of Price, Utah 401(K) Profit Sharing 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 20240905130321NAL0021071185001) for Intermountain Electronics, Inc. Of Price, Utah 401(K) Profit Sharing Plan, reported by Intermountain Electronics, Inc. Of Price, Utah under EIN 87-0465100 and plan number 001. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905130321NAL0021071185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intermountain Electronics, Inc. Of Price, Utah
- EIN
- 87-0465100
- Plan number
- 001
- Location
- Price, UT
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,271,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,271,327
- Employer contributions
- $1,368,550
- Participant contributions
- $1,977,119
- Total income / additions
- $8,219,659
- Benefits paid
- $1,315,295
- Administrative expenses
- $159,080
- Total expenses
- $1,502,089
- Net increase / (decrease)
- $6,717,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $90,917 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,646 | $0 |
| Tanner LLC | AUDITOR | $15,517 | not reported in the loaded dataset |