Intermountain Home Services, LLC 401(K) Plan — Form 5500 plan (Intermountain Home Services, 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 Home Services, LLC 401(K) Plan is a benefit plan reported by Intermountain Home Services, LLC under EIN 85-3904226 and plan number 001. The latest loaded filing year is 2023. The filing reports 586 participants and $4,829,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intermountain Home Services, LLC
- EIN
- 85-3904226
- Plan number
- 001
- Plan type
- 2
- Location
- West Valley, UT
- Latest filing year
- 2023
- Participants
- 586
- End-of-year plan assets
- $4,829,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 586 | H, C | 20241015172544NAL0030486241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,829,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,829,306
- Net assets (BOY)
- $884,996
Income & contributions
- Employer contributions
- $437,087
- Participant contributions
- $799,986
- Total contributions
- $1,237,073
- Total income / additions
- $1,800,013
Expenses & distributions
- Benefits paid
- $2,099,586
- Administrative expenses
- $35,820
- Total expenses
- $2,172,456
- Net increase / (decrease)
- -$372,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,819 | $0 | 2023 |
| Mml Insurance Agency LLC | OTHER SERVICES | $0 | $7,267 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intermountain Home Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley, UT
- Principal Life Insurance Company — Schedule C compensation
- Mml Insurance Agency LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation