2023 Form 5500 filing — Impact Advisors, LLC 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 20241001103133NAL0006937217001) for Impact Advisors, LLC 401(K) Plan, reported by Impact Advisors, LLC under EIN 20-8207247 and plan number 001. It reports 525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001103133NAL0006937217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Impact Advisors, LLC
- EIN
- 20-8207247
- Plan number
- 001
- Location
- Naperville, IL
- Participants
- 525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,998,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,998,115
- Employer contributions
- $1,950,167
- Participant contributions
- $6,048,394
- Total income / additions
- $15,392,056
- Benefits paid
- $3,924,461
- Administrative expenses
- $181,918
- Total expenses
- $4,106,379
- Net increase / (decrease)
- $11,285,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ashe Benefits 401(K) Adv. Services | INVESTMENT ADVISOR | $89,183 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $34,262 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $20,271 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $19,495 | not reported in the loaded dataset |
| Hunter Benefits Consulting Group | TPA | $10,700 | not reported in the loaded dataset |
| Dufek & Company, LLC | AUDITOR | $7,994 | not reported in the loaded dataset |