Iw Technologies 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Iw Technologies)
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, Iw Technologies 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Iw Technologies under EIN 36-2882253 and plan number 003. The latest loaded filing year is 2023. The filing reports 157 participants and $8,612,627 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iw Technologies
- EIN
- 36-2882253
- Plan number
- 003
- Plan type
- 2
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $8,612,627
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241015071519NAL0027752913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,612,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,612,627
- Net assets (BOY)
- $7,251,913
Income & contributions
- Employer contributions
- $137,515
- Participant contributions
- $462,803
- Total contributions
- $755,336
- Total income / additions
- $2,032,703
Expenses & distributions
- Benefits paid
- $627,786
- Administrative expenses
- $35,657
- Total expenses
- $671,989
- Net increase / (decrease)
- $1,360,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $26,615 | not reported in the loaded dataset | 2023 |
| Tbs Agency, Inc. | BROKER DEALER | $0 | $22,722 | 2023 |
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $9,042 | $3,868 | 2023 |