Plan5500

Inh Retirement Plan And Trust — Form 5500 plan (Illies, Nohava, Heinen Property Management, 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, Inh Retirement Plan And Trust is a benefit plan reported by Illies, Nohava, Heinen Property Management, Inc. under EIN 41-1399179 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $7,560,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Illies, Nohava, Heinen Property Management, Inc.
EIN
41-1399179
Plan number
001
Plan type
3
Location
Waite Park, MN
Latest filing year
2023
Participants
160
End-of-year plan assets
$7,560,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160I, C20240729072900NAL0019086769001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,560,856
Net assets (EOY)
$7,560,856
Net assets (BOY)
$6,444,390

Income & contributions

Employer contributions
$166,303
Participant contributions
$386,147
Total income / additions
$1,582,826

Expenses & distributions

Benefits paid
$450,522
Administrative expenses
$15,838
Total expenses
$466,360
Net increase / (decrease)
$1,116,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementINVESTMENT MGMT$15,711not reported in the loaded dataset2023

Related Form 5500 pages