2023 Form 5500 filing — Intermark Group, Inc. 401(K) Profit Sharing 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 20240909110540NAL0007644640001) for Intermark Group, Inc. 401(K) Profit Sharing Plan, reported by Intermark Group, Inc. under EIN 63-0731351 and plan number 004. It reports 165 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)$6.8MReported net assets$6,810,523
Participants165
Provider compensation$28.4K3 Schedule C row(s)$28,381
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909110540NAL0007644640001
Plan sponsor
Intermark Group, Inc.
EIN
63-0731351
Plan number
004
Location
Birmingham, AL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$781.1K
Benefits paid / distributions$767.8K
Contributions
Employer$69.2K
Participant$425.9K
Full reported line items
Total assets (EOY)
$6,810,523
Total liabilities (EOY)
$0
Net assets (EOY)
$6,810,523
Employer contributions
$69,218
Participant contributions
$425,863
Total income / additions
$1,632,578
Benefits paid
$767,787
Administrative expenses
$13,300
Total expenses
$781,087
Net increase / (decrease)
$851,491
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $0 · Indirect $15.1K
  2. 2
    ACCOUNTANT/AUDITOR · Direct $13K
  3. 3
    RECORDKEEPER · Direct $300 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909110540NAL0007644640001 cover?
It is the 2023 Form 5500 filing for Intermark Group, Inc. 401(K) Profit Sharing Plan, reported by Intermark Group, Inc. (EIN 63-0731351).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages