2023 Form 5500 filing — Integrated Warehouse Solutions, Inc. 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 20240911132311NAL0012378736001) for Integrated Warehouse Solutions, Inc. 401(K) Plan, reported by Integrated Warehouse Solutions, Inc. under EIN 46-1419616 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911132311NAL0012378736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrated Warehouse Solutions, Inc.
- EIN
- 46-1419616
- Plan number
- 001
- Location
- Burleson, TX
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,849,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,849,230
- Employer contributions
- $261,673
- Participant contributions
- $979,285
- Total income / additions
- $2,952,216
- Benefits paid
- $1,225,681
- Administrative expenses
- $31,857
- Total expenses
- $1,267,022
- Net increase / (decrease)
- $1,685,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,855 | $0 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $12,002 | not reported in the loaded dataset |