2023 Form 5500 filing — Tippmann Group Employees 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 20241004145241NAL0011547681001) for Tippmann Group Employees 401(K) Plan, reported by Interstate Warehousing, Inc. under EIN 35-1625381 and plan number 001. It reports 1,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004145241NAL0011547681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Interstate Warehousing, Inc.
- EIN
- 35-1625381
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 1,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,853,000
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $36,852,900
- Employer contributions
- $576,793
- Participant contributions
- $2,793,041
- Total income / additions
- $8,711,764
- Benefits paid
- $2,752,003
- Administrative expenses
- $106,900
- Total expenses
- $2,858,903
- Net increase / (decrease)
- $5,852,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Concepts & Services | RECORDKEEPER | $5,045 | $13,950 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,201 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |