2023 Form 5500 filing — Integrity Marketing Group 401(K) 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 20240910161051NAL0005884433001) for Integrity Marketing Group 401(K) Plan, reported by Integrity Marketing Group under EIN 81-3098308 and plan number 001. It reports 6,088 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910161051NAL0005884433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integrity Marketing Group
- EIN
- 81-3098308
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 6,088
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,479,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,479,555
- Employer contributions
- $15,177,272
- Participant contributions
- $29,657,314
- Total income / additions
- $78,880,465
- Benefits paid
- $12,643,455
- Administrative expenses
- $462,563
- Total expenses
- $13,121,825
- Net increase / (decrease)
- $65,758,640
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $362,671 | $0 |
| Creative Planning, Inc | INVESTMENT ADVISORY | $99,892 | not reported in the loaded dataset |