How many benefit plans does I3 Verticals Management Services, Inc. report on Form 5500?

I3 Verticals Management Services, Inc. (EIN 30-0847828) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for I3 Verticals Management Services, Inc.?

The Employer Identification Number (EIN) reported for I3 Verticals Management Services, Inc. is 30-0847828.

What is the latest Form 5500 filing year for I3 Verticals Management Services, Inc.?

The latest loaded Form 5500 filing year for I3 Verticals Management Services, Inc. is 2023.

I3 Verticals Management Services, Inc. — 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, I3 Verticals Management Services, Inc. (EIN 30-0847828) is a plan sponsor located in Nashville, TN 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: 30-0847828
Location: Nashville, TN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $74,546,192
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $74,546,192

Contributions & income

Employer contributions: $2,334,909
Participant contributions: $7,291,740
Total income / additions: $25,937,353

Expenses & distributions

Benefits paid / distributions: $6,462,089
Total expenses: $6,966,932
Net increase / (decrease): $18,970,421

Coverage

Total reported participants: 3,118
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

I3 Verticals Management Services, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
I3 Verticals Management Services, Inc. 401(K) Plan	001	1,656	$74,546,192	2023
I3 Verticals Health And Welfare Benefit Plan	501	1,462	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for I3 Verticals Management Services, Inc.
Year	Plan	Participants	Schedules	Filing
2023	I3 Verticals Health And Welfare Benefit Plan	1,462	—	20240708080245NAL0013834977001
2023	I3 Verticals Management Services, Inc. 401(K) Plan	1,656	H, C	20250714130420NAL0001098225001