· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
IMPACT WATER LLC — IMPACT WATER LLC CASH BALANCE PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241003141909NAL0017227344001
IMPACT WATER LLC
Form 5500-SF
FILING_RECEIVED
IMPACT WATER LLC CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$344K
Net assets (EOY)
$344K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IMPACT WATER LLC
.
Find decision makers
Plan sponsor
Name
IMPACT WATER LLC
EIN
81-5394374
Address
820 JEAN CT. · CHAPEL HILL, NC · 27514
Phone
(415) 968-9087
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-03
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
VOICE OF WITNESS
VOICE OF WITNESS 401(K) PLAN
$344K · 8 participants
MARTHA-ELLEN TYE FOUNDATION
MARTHA-ELLEN TYE 403(B)(7) PLAN
$343K · 2 participants
THE EQUITY NETWORK
THE EQUITY NETWORK 403(B) RETIREMENT PLAN
$343K · 18 participants
UNITED WAY OF CLEVELAND COUNTY
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED WAY OF CLEVELAND COUNTY
$343K · 5 participants
INTERNATIONAL DESALINATION AND REUSE ASSOCIATION
INTERNATIONAL DESALINATION AND REUSE ASSOCIATION PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$344K · 1 participants
THE SKATEPARK PROJECT
THE SKATEPARK PROJECT 403(B) PLAN
$344K · 11 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
