Ivar'S, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Ivar'S, 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, Ivar'S, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Ivar'S, Inc. under EIN 91-1349316 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $20,717,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ivar'S, Inc.
EIN
91-1349316
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
663
End-of-year plan assets
$20,717,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023663H, C20241014225119NAL0027290689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,717,874
Total liabilities (EOY)
$0
Net assets (EOY)
$20,717,874
Net assets (BOY)
$17,168,035

Income & contributions

Employer contributions
$149,102
Participant contributions
$922,499
Total contributions
$1,086,538
Total income / additions
$4,431,620

Expenses & distributions

Benefits paid
$806,441
Administrative expenses
$67,988
Total expenses
$881,781
Net increase / (decrease)
$3,549,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$61,988$02023
ReliantINVESTMENT ADVISOR$6,000not reported in the loaded dataset2023

Related Form 5500 pages