2023 Form 5500 filing — Infotrax 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 20240919122519NAL0006140449001) for Infotrax 401(K) Plan, reported by Infotrax Systems under EIN 87-0584415 and plan number 001. It reports 117 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)$11.6MReported net assets$11,566,338
Participants117
Provider compensation$23.6K3 Schedule C row(s)$23,645
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919122519NAL0006140449001
- Plan sponsor
- Infotrax Systems
- EIN
- 87-0584415
- Plan number
- 001
- Location
- Orem, 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)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,566,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,566,338
- Employer contributions
- $424,009
- Participant contributions
- $205,334
- Total income / additions
- $2,539,232
- Benefits paid
- $1,711,901
- Administrative expenses
- $23,645
- Total expenses
- $1,753,455
- Net increase / (decrease)
- $785,777
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $23,345 | not reported in the loaded dataset |
| Alliance Benefit Group Rocky Mtn | THIRD PARTY ADMINISTRATO | $300 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |