Industrial Finishes & Systems, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Industrial Finishes & Systems, 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, Industrial Finishes & Systems, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Industrial Finishes & Systems, Inc. under EIN 93-0520246 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $27,811,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Finishes & Systems, Inc.
- EIN
- 93-0520246
- Plan number
- 001
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $27,811,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20240808115549NAL0004884529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,811,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,811,920
- Net assets (BOY)
- $24,176,835
Income & contributions
- Employer contributions
- $1,150,920
- Participant contributions
- $1,506,511
- Total contributions
- $2,831,292
- Total income / additions
- $6,047,818
Expenses & distributions
- Benefits paid
- $2,147,889
- Administrative expenses
- $264,099
- Total expenses
- $2,412,733
- Net increase / (decrease)
- $3,635,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sapient Wealth Management Services | INVESTMENT ADVISOR | $76,343 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $72,848 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $22,992 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | AUDITOR | $20,123 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Industrial Finishes & Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Eugene, OR
- Sapient Wealth Management Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation