2023 Form 5500 filing — Profit Plan & Trust Of Independent Plan Coordinators, Inc.

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612145118NAL0029460065001) for Profit Plan & Trust Of Independent Plan Coordinators, Inc., reported by Independent Plan Coordinators, Inc. under EIN 54-1206041 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,189,286
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612145118NAL0029460065001
Plan sponsor
Independent Plan Coordinators, Inc.
EIN
54-1206041
Plan number
001
Location
Virginia Beach, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities
Money in vs. money out
Total income / additions$447.1K
Total expenses$85.5K
Benefits paid / distributions$80K
Contributions
Employer$21.5K
Participant$72.5K
Full reported line items
Total assets (EOY)
$3,189,286
Net assets (EOY)
$3,189,286
Employer contributions
$21,526
Participant contributions
$72,502
Total income / additions
$447,064
Benefits paid
$80,000
Administrative expenses
$5,473
Total expenses
$85,473
Net increase / (decrease)
$361,591

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612145118NAL0029460065001 cover?
It is the 2023 Form 5500 filing for Profit Plan & Trust Of Independent Plan Coordinators, Inc., reported by Independent Plan Coordinators, Inc. (EIN 54-1206041).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages