2023 Form 5500 filing — Integra Financial Services LLC 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 20240731110447NAL0036354944001) for Integra Financial Services LLC 401(K) Profit Sharing Plan & Trust, reported by Integra Financial Services LLC under EIN 27-5276229 and plan number 001. It reports 153 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)$4.5MReported net assets$4,531,387
Participants153
Provider compensation$17K1 Schedule C row(s)$16,954
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731110447NAL0036354944001
- Plan sponsor
- Integra Financial Services LLC
- EIN
- 27-5276229
- Plan number
- 001
- Location
- North Logan, UT
- 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)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,531,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,531,387
- Employer contributions
- $245,572
- Participant contributions
- $352,960
- Total income / additions
- $1,337,840
- Benefits paid
- $166,356
- Administrative expenses
- $20,123
- Total expenses
- $186,479
- Net increase / (decrease)
- $1,151,361
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Divergent Wealth Advisors | ADVISOR | $16,954 | not reported in the loaded dataset |