Intermountain Wood Products, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Intermountain Wood Products, Inc.)

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 Wood Products, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Intermountain Wood Products, Inc. under EIN 87-0142510 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $8,528,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intermountain Wood Products, Inc.
EIN
87-0142510
Plan number
002
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
205
End-of-year plan assets
$8,528,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20240919125801NAL0008290080001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,528,072
Total liabilities (EOY)
$0
Net assets (EOY)
$8,528,072
Net assets (BOY)
$6,949,656

Income & contributions

Employer contributions
$235,495
Participant contributions
$573,318
Total contributions
$892,404
Total income / additions
$2,060,163

Expenses & distributions

Benefits paid
$405,727
Administrative expenses
$76,020
Total expenses
$481,747
Net increase / (decrease)
$1,578,416

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Investment AdvisorsINVESTMENT ADVISOR$59,744not reported in the loaded dataset2023
MillimanNONE$16,276not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages