Idaho Timber 401k Plan — Form 5500 plan (Idaho Timber, 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, Idaho Timber 401k Plan is a benefit plan reported by Idaho Timber, LLC under EIN 82-0347870 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $16,871,017 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.9MPlan net assets, end of year$16,871,017
Participants353Covered participants reported
Assets / participant$47.8KComputed: assets ÷ participants$47,793 (computed)
Provider compensation$104.4K4 Schedule C provider row(s)$104,381
- Plan sponsor
- Idaho Timber, LLC
- EIN
- 82-0347870
- Plan number
- 001
- Plan type
- 2
- Location
- Meridian, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20240903091306NAL0010480739001 |
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)$16.9M total assets
Net assets$16.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,871,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,871,017
- Net assets (BOY)
- $15,941,763
Income & contributions
- Employer contributions
- $123,148
- Participant contributions
- $595,729
- Total contributions
- $719,546
- Total income / additions
- $2,736,692
Expenses & distributions
- Benefits paid
- $1,709,407
- Administrative expenses
- $98,031
- Total expenses
- $1,807,438
- Net increase / (decrease)
- $929,254
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $57,981 | not reported in the loaded dataset | 2023 |
| Rathbone Warwick Investment Mgmt | INVESTMENT ADVISOR | $32,080 | not reported in the loaded dataset | 2023 |
| Pinnacle Pension Services, Inc. | CONTRACT ADMINISTRATOR | $4,320 | $10,000 | 2023 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idaho Timber, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Meridian, ID
- Empower Advisory Group, LLC — Schedule C compensation
- Rathbone Warwick Investment Mgmt — Schedule C compensation
- Pinnacle Pension Services, Inc. — Schedule C compensation
- Empower Annuity Ins. Co Of America — Schedule C compensation