Plan5500

Iwx 401(K) Plan — Form 5500 plan (Iwx Motor Freight, 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, Iwx 401(K) Plan is a benefit plan reported by Iwx Motor Freight, LLC under EIN 92-1501126 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $6,704,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Iwx Motor Freight, LLC
EIN
92-1501126
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
378
End-of-year plan assets
$6,704,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20241014084032NAL0025743585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,704,397
Total liabilities (EOY)
$0
Net assets (EOY)
$6,704,397
Net assets (BOY)
$6,096,550

Income & contributions

Participant contributions
$531,972
Total contributions
$619,409
Total income / additions
$1,960,087

Expenses & distributions

Benefits paid
$1,310,775
Administrative expenses
$41,465
Total expenses
$1,352,240
Net increase / (decrease)
$607,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial SrvcsINVESTMENT ADVISOR$41,395not reported in the loaded dataset2023
NationwideRECORDKEEPER$26,046$3,7892023
Benefit Plans PlusCONTRACT ADMINISTRATOR$12,545not reported in the loaded dataset2023

Related Form 5500 pages