Plan5500

Integrated Retirement Partners, 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, Integrated Retirement Partners, Inc. (EIN 86-2039189) is a plan sponsor located in Waltham, MA 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
86-2039189
Location
Waltham, MA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Integrated Retirement Partners, Inc.

  • 1 loaded plans hold $278K in reported assets.
  • The largest, Integrated Retirement Partners Pooled Employer Plan, holds 100% of this company's reported plan assets.
  • Plans cover 12 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$278KSummed across loaded plans$278,007
Total reported assets$278K$278,007
Total reported participants12
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$278K total assets
Net assets$278KLiabilities—
Contributions & income
Employer contributions$21.9K
Participant contributions$78.8K
Total income / additions$133.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$2.7K
Net increase / (decrease)$131.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Integrated Retirement Partners Pooled Employer Plan
Participants per plan12Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Integrated Retirement Partners Pooled Employer Plan$278K
    Plan #001 · 12 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Integrated Retirement Partners, Inc.. Open one for its full reported snapshot.

  1. 2023
    Integrated Retirement Partners Pooled Employer Plan12 participants · 3Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Integrated Retirement Partners, Inc. report on Form 5500?
Integrated Retirement Partners, Inc. (EIN 86-2039189) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Integrated Retirement Partners, Inc.?
The Employer Identification Number (EIN) reported for Integrated Retirement Partners, Inc. is 86-2039189.
What is the latest Form 5500 filing year for Integrated Retirement Partners, Inc.?
The latest loaded Form 5500 filing year for Integrated Retirement Partners, Inc. is 2023.

Related Form 5500 pages