Indianhead Foodservice Distributor 401(K) Profit Sharing Plan — Form 5500 plan (Indianhead Foodservice Distributor, 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, Indianhead Foodservice Distributor 401(K) Profit Sharing Plan is a benefit plan reported by Indianhead Foodservice Distributor, Inc under EIN 39-1243517 and plan number 003. The latest loaded filing year is 2023. The filing reports 257 participants and $7,592,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indianhead Foodservice Distributor, Inc
- EIN
- 39-1243517
- Plan number
- 003
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $7,592,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20240808093450NAL0002749155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,592,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,592,086
- Net assets (BOY)
- $6,296,242
Income & contributions
- Employer contributions
- $153,087
- Participant contributions
- $507,413
- Total contributions
- $660,500
- Total income / additions
- $1,569,782
Expenses & distributions
- Benefits paid
- $253,624
- Administrative expenses
- $20,314
- Total expenses
- $273,938
- Net increase / (decrease)
- $1,295,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall | INVESTMENT ADVISOR | $20,073 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $241 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indianhead Foodservice Distributor, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Eau Claire, WI
- Forusall — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation