Plan5500

Interior/Exterior Building Supply 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Interior/Exterior Building Supply, Limited Partnership)

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, Interior/Exterior Building Supply 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Interior/Exterior Building Supply, Limited Partnership under EIN 72-1514223 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $20,984,242 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.9MPlan net assets, end of year$20,856,728
Participants382Covered participants reported
Assets / participant$54.9KComputed: assets ÷ participants$54,933 (computed)
Provider compensation$82.8K2 Schedule C provider row(s)$82,781
Plan sponsor
Interior/Exterior Building Supply, Limited Partnership
EIN
72-1514223
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20241015180329NAL0029331121001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21M total assets
Net assets$20.9MLiabilities$127.5K
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$418.3K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$20,984,242
Total liabilities (EOY)
$127,514
Net assets (EOY)
$20,856,728
Net assets (BOY)
$17,199,875

Income & contributions

Employer contributions
$418,299
Participant contributions
$1,137,957
Total contributions
$1,580,849
Total income / additions
$4,938,131

Expenses & distributions

Benefits paid
$1,198,497
Administrative expenses
$82,781
Total expenses
$1,281,278
Net increase / (decrease)
$3,656,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$55,313$02023
Alerus Investment Advisors, Inc.NONE$27,468$02023

Related Form 5500 pages