2023 Form 5500 filing — Intricon 401(K) Employee Savings 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 20240911085521NAL0008229713001) for Intricon 401(K) Employee Savings Plan, reported by Intricon Inc. under EIN 41-1305251 and plan number 001. It reports 547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911085521NAL0008229713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intricon Inc.
- EIN
- 41-1305251
- Plan number
- 001
- Location
- Arden Hills, MN
- Participants
- 547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,917,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,917,980
- Employer contributions
- $811,248
- Participant contributions
- $2,783,795
- Total income / additions
- $10,205,774
- Benefits paid
- $8,497,146
- Administrative expenses
- $63,436
- Total expenses
- $8,565,064
- Net increase / (decrease)
- $1,640,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | INVESTMENT ADVISORY | $50,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,436 | $0 |