Interchange Group, 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, Interchange Group, Inc. (EIN 54-1965308) is a plan sponsor located in Harrisonburg, VA 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
54-1965308
Location
Harrisonburg, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$8,100,654
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$8,100,654

Contributions & income

Employer contributions
$504,105
Participant contributions
$748,105
Total income / additions
$1,622,563

Expenses & distributions

Benefits paid / distributions
$247,783
Total expenses
$307,170
Net increase / (decrease)
$1,315,393

Coverage

Total reported participants
814
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

Interchange Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Interchange Group, Inc. 401(K) Plan001389$8,100,6542023
Interchange Group, Inc. Health And Welfare Plan503425not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Interchange Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Interchange Group, Inc. Health And Welfare Plan42520240731124514NAL0012682115001
2023Interchange Group, Inc. 401(K) Plan389H, C20241014110027NAL0044250880001

Related Form 5500 pages