2023 Form 5500 filing — Business Integra, 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 20241002091603NAL0008584049001) for Business Integra, Inc. 401(K) Plan, reported by Business Integra Technology Solutions, Inc. under EIN 41-2019304 and plan number 001. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241002091603NAL0008584049001
Filing year
2023
Form type
2
Plan sponsor
Business Integra Technology Solutions, Inc.
EIN
41-2019304
Plan number
001
Location
Bethesda, MD
Participants
706
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$33,862,867
Total liabilities (EOY)
$0
Net assets (EOY)
$33,862,867
Employer contributions
$989,486
Participant contributions
$2,475,998
Total income / additions
$8,586,543
Benefits paid
$6,242,700
Administrative expenses
$148,126
Total expenses
$6,400,301
Net increase / (decrease)
$2,186,242
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$122,800$0
Mml Investors Services LLCINVESTMENT ADVISORY$0$48,528
Boyum BarenscheerACCOUNTANT$25,325not reported in the loaded dataset
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages