Iwm International Retirement Savings Plan — Form 5500 plan (Iwm International, 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, Iwm International Retirement Savings Plan is a benefit plan reported by Iwm International, LLC under EIN 81-0733476 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $11,288,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iwm International, LLC
EIN
81-0733476
Plan number
001
Plan type
2
Location
Hanover, PA
Latest filing year
2023
Participants
233
End-of-year plan assets
$11,288,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241015132202NAL0049592432001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,288,399
Total liabilities (EOY)
$113,677
Net assets (EOY)
$11,174,722
Net assets (BOY)
$9,793,458

Income & contributions

Employer contributions
$252,518
Participant contributions
$626,097
Total contributions
$1,110,196
Total income / additions
$2,654,887

Expenses & distributions

Benefits paid
$1,261,362
Administrative expenses
$12,261
Total expenses
$1,273,623
Net increase / (decrease)
$1,381,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$12,261$02023

Related Form 5500 pages