Inwesco Incorporated 401(K) Employee Savings Plan And Trust — Form 5500 plan (Inwesco, 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, Inwesco Incorporated 401(K) Employee Savings Plan And Trust is a benefit plan reported by Inwesco, Inc. under EIN 95-3319063 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $1,462,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inwesco, Inc.
EIN
95-3319063
Plan number
002
Plan type
2
Location
Azusa, CA
Latest filing year
2023
Participants
144
End-of-year plan assets
$1,462,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20250203125400NAL0003205635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,462,881
Total liabilities (EOY)
$0
Net assets (EOY)
$1,462,881
Net assets (BOY)
$1,615,310

Income & contributions

Total contributions
$0
Total income / additions
$230,088

Expenses & distributions

Benefits paid
$362,074
Administrative expenses
$20,443
Total expenses
$382,517
Net increase / (decrease)
-$152,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCSERVICE PROVIDER$0$8,6202023

Related Form 5500 pages