2023 Form 5500 filing — Ingo Money, Inc 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 20240928054843NAL0005511920001) for Ingo Money, Inc 401(K) Plan, reported by Ingo Money, Inc under EIN 58-2646945 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240928054843NAL0005511920001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ingo Money, Inc
- EIN
- 58-2646945
- Plan number
- 001
- Location
- Alpharetta, GA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,813,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,813,527
- Employer contributions
- $463,368
- Participant contributions
- $929,116
- Total income / additions
- $2,847,363
- Benefits paid
- $393,430
- Administrative expenses
- $73,784
- Total expenses
- $467,214
- Net increase / (decrease)
- $2,380,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $61,184 | $0 |
| Sbhu/Morgan Stanley Smith Barney | BROKER | $0 | $27,193 |
| Futureplan By Ascensus, LLC | RECORDKEEPER | $12,600 | $30 |