2023 Form 5500 filing — Integra Partners 401k Plan
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 20240717053400NAL0004058257001) for Integra Partners 401k Plan, reported by Integra Partners under EIN 42-1685996 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.1MReported net assets$6,052,529
Participants330
Provider compensation$8.7K3 Schedule C row(s)$8,747
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240717053400NAL0004058257001
- Plan sponsor
- Integra Partners
- EIN
- 42-1685996
- Plan number
- 001
- Location
- Troy, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,052,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,052,529
- Employer contributions
- $332,806
- Participant contributions
- $1,045,899
- Total income / additions
- $2,693,846
- Benefits paid
- $423,446
- Administrative expenses
- $8,747
- Total expenses
- $434,259
- Net increase / (decrease)
- $2,259,587
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $8,747 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Lpl Financial Lcj Associates | ADVISOR | $0 | $0 |