2023 Form 5500 filing — The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust
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 20241003061100NAL0010073761001) for The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust, reported by The Intersect Group, LLC under EIN 20-4063021 and plan number 001. It reports 1,332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003061100NAL0010073761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Intersect Group, LLC
- EIN
- 20-4063021
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 1,332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,199,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,199,931
- Employer contributions
- $1,936
- Participant contributions
- $2,125,239
- Total income / additions
- $4,402,208
- Benefits paid
- $2,222,718
- Administrative expenses
- $95,521
- Total expenses
- $2,381,070
- Net increase / (decrease)
- $2,021,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISORS | $0 | $136,485 |
| Adp, Inc. | RECORD KEEPER | $53,741 | $0 |
| Frazier & Deeter | ACCOUNTANT | $36,729 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |