Tippmann Group Employees 401(K) Plan — Form 5500 plan (Interstate Warehousing, Inc.)
Plain-English plan 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, Tippmann Group Employees 401(K) Plan is a benefit plan reported by Interstate Warehousing, Inc. under EIN 35-1625381 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,330 participants and $36,853,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Interstate Warehousing, Inc.
- EIN
- 35-1625381
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 1,330
- End-of-year plan assets
- $36,853,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,330 | H, C | 20241004145241NAL0011547681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,853,000
- Total liabilities (EOY)
- $100
- Net assets (EOY)
- $36,852,900
- Net assets (BOY)
- $31,000,039
Income & contributions
- Employer contributions
- $576,793
- Participant contributions
- $2,793,041
- Total contributions
- $3,435,837
- Total income / additions
- $8,711,764
Expenses & distributions
- Benefits paid
- $2,752,003
- Administrative expenses
- $106,900
- Total expenses
- $2,858,903
- Net increase / (decrease)
- $5,852,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Plan Concepts & Services | RECORDKEEPER | $5,045 | $13,950 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,201 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Interstate Warehousing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Retirement Plan Concepts & Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation