2023 Form 5500 filing — Integrating Factors 401(K) Profit Sharing Plan & Trust

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 20240726103622NAL0024204688001) for Integrating Factors 401(K) Profit Sharing Plan & Trust, reported by Integrating Factors under EIN 20-1282690 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,153,376
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240726103622NAL0024204688001
Plan sponsor
Integrating Factors
EIN
20-1282690
Plan number
001
Location
Princeton Junction, NJ
Received date
not reported in the loaded dataset
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$622.9K
Total expenses$1.3K
Benefits paid / distributions$0
Contributions
Employer$7.8K
Participant$50.5K
Full reported line items
Total assets (EOY)
$4,153,376
Total liabilities (EOY)
$0
Net assets (EOY)
$4,153,376
Employer contributions
$7,787
Participant contributions
$50,500
Total income / additions
$622,904
Benefits paid
$0
Administrative expenses
$1,342
Total expenses
$1,342
Net increase / (decrease)
$621,562

Related Form 5500 pages