Ideal Window Manufacturing Retirement Plan — Form 5500 plan (Iwm Acquisition Corp.)
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, Ideal Window Manufacturing Retirement Plan is a benefit plan reported by Iwm Acquisition Corp. under EIN 46-3445898 and plan number 002. The latest loaded filing year is 2023. The filing reports 199 participants and $551,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iwm Acquisition Corp.
- EIN
- 46-3445898
- Plan number
- 002
- Plan type
- 2
- Location
- Bayonne, NJ
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $551,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241011191517NAL0038092064001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $551,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $551,315
- Net assets (BOY)
- $4,074,848
Income & contributions
- Employer contributions
- $1,509
- Participant contributions
- $70,129
- Total contributions
- $71,638
- Total income / additions
- $271,076
Expenses & distributions
- Benefits paid
- $242,082
- Administrative expenses
- $16,514
- Total expenses
- $263,569
- Net increase / (decrease)
- $7,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,774 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $7,140 | $59 | 2023 |