2023 Form 5500 filing — Independent Pooled Employer 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 20240905151702NAL0038990512001) for Independent Pooled Employer Plan, reported by Advisortrust, Inc. under EIN 46-4091337 and plan number 006. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240905151702NAL0038990512001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Advisortrust, Inc.
- EIN
- 46-4091337
- Plan number
- 006
- Location
- Sioux Falls, SD
- Participants
- 71
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,763,620
- Net assets (EOY)
- $9,763,620
- Employer contributions
- $107,299
- Participant contributions
- $119,405
- Total income / additions
- $967,823
- Benefits paid
- $317,945
- Administrative expenses
- $21,558
- Total expenses
- $340,757
- Net increase / (decrease)
- $627,066
- Schedule source
- Schedule I