Intermountain Nutrition LLC Retirement Plan — Form 5500 plan (Intermountain Nutrition LLC)

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, Intermountain Nutrition LLC Retirement Plan is a benefit plan reported by Intermountain Nutrition LLC under EIN 46-2224436 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $645,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intermountain Nutrition LLC
EIN
46-2224436
Plan number
001
Plan type
2
Location
Payson, UT
Latest filing year
2023
Participants
346
End-of-year plan assets
$645,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20240125160845NAL0015680849001
2023310H, C20240930100054NAL0005554737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$159,197
Total liabilities (EOY)
$0
Net assets (EOY)
$159,197
Net assets (BOY)
$65,858

Income & contributions

Employer contributions
$0
Participant contributions
$80,885
Total contributions
$80,885
Total income / additions
$97,251

Expenses & distributions

Benefits paid
$2,785
Administrative expenses
$1,127
Total expenses
$3,912
Net increase / (decrease)
$93,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$7,771$02023
Raymond James FinancialINVESTMENT ADV-PLAN$3,186not reported in the loaded dataset2023
Retirement Plan Consultants LLCRECORD KEEPER$1,694not reported in the loaded dataset2023
Transamerica Financial Life InsRECORD KEEPER$912$02023
Matrix Trust CompanyRECORD KEEPER$564not reported in the loaded dataset2023
Retirement Plan Consultants LLCRECORD KEEPER$563not reported in the loaded dataset2023

Related Form 5500 pages