Idm Companies, LLC 401(K) Profit Sharing Plan Trust — Form 5500 plan (Idm Companies, 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, Idm Companies, LLC 401(K) Profit Sharing Plan Trust is a benefit plan reported by Idm Companies, LLC under EIN 88-3973496 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $5,022,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idm Companies, LLC
- EIN
- 88-3973496
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $5,022,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241015153556NAL0030192385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,022,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,022,541
- Net assets (BOY)
- $3,777,494
Income & contributions
- Employer contributions
- $458,345
- Participant contributions
- $725,944
- Total contributions
- $1,255,505
- Total income / additions
- $1,966,791
Expenses & distributions
- Benefits paid
- $666,888
- Administrative expenses
- $54,856
- Total expenses
- $721,744
- Net increase / (decrease)
- $1,245,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,585 | $0 | 2023 |
| Independent Retirement Consulting | 3RD PARTY ADMINISTRATOR | $22,333 | not reported in the loaded dataset | 2023 |
| Ameriprise Financial Services | BROKER/ADVISOR | $0 | $20,516 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idm Companies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Empower Annuity Insurance Company O — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation
- Ameriprise Financial Services — Schedule C compensation