2023 Form 5500 filing — Ideal Window Manufacturing 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 20241011191517NAL0038092064001) for Ideal Window Manufacturing Retirement Plan, reported by Iwm Acquisition Corp. under EIN 46-3445898 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011191517NAL0038092064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iwm Acquisition Corp.
- EIN
- 46-3445898
- Plan number
- 002
- Location
- Bayonne, NJ
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $551,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $551,315
- Employer contributions
- $1,509
- Participant contributions
- $70,129
- Total income / additions
- $271,076
- Benefits paid
- $242,082
- Administrative expenses
- $16,514
- Total expenses
- $263,569
- Net increase / (decrease)
- $7,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,774 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $7,140 | $59 |