Plan5500

Integra Financial Services LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Integra Financial Services LLC (EIN 27-5276229) is a plan sponsor located in North Logan, UT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-5276229
Location
North Logan, UT
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,531,387
Total reported assets$4.5M$4,531,387
Total reported participants251
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$245.6K
Participant contributions$353K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$166.4K
Total expenses$186.5K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust
Participants per plan126Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust$4.5M
    Plan #001 · 153 participants · 2023
  2. 2
    Integra Financial Services Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 98 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Integra Financial Services LLC
YearPlanParticipantsSchedulesFiling
2023Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust153H, C20240731110447NAL0036354944001
2023Integra Financial Services Welfare Benefit Plan98—20240920151434NAL0008018945001

Related Form 5500 pages