2023 Form 5500 filing — Irwin Naturals 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 20241015163642NAL0050478816001) for Irwin Naturals 401(K) Plan, reported by Irwin Naturals under EIN 45-0463960 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7MReported net assets$6,983,536
Participants163
Provider compensation$63.4K3 Schedule C row(s)$63,427
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015163642NAL0050478816001
- Plan sponsor
- Irwin Naturals
- EIN
- 45-0463960
- Plan number
- 002
- Location
- Culver City, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,983,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,983,536
- Employer contributions
- $126,263
- Participant contributions
- $772,230
- Total income / additions
- $1,989,001
- Benefits paid
- $501,308
- Administrative expenses
- $63,427
- Total expenses
- $565,013
- Net increase / (decrease)
- $1,423,988
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $29,292 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $23,262 | $0 |
| Beach Freeman Lim And Cleland Llp | ACCOUNTANT/AUDITOR | $10,873 | not reported in the loaded dataset |