2023 Form 5500 filing — Inceed, LLC Profit Sharing 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 20241008173433NAL0018073473001) for Inceed, LLC Profit Sharing Plan, reported by Inceed, LLC under EIN 73-1610687 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008173433NAL0018073473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Inceed, LLC
- EIN
- 73-1610687
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,341,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,341,716
- Employer contributions
- $436,587
- Participant contributions
- $905,076
- Total income / additions
- $2,864,242
- Benefits paid
- $556,085
- Administrative expenses
- $3,497
- Total expenses
- $559,582
- Net increase / (decrease)
- $2,304,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greystone Capital Partners Group | SERVICE PROVIDER | $0 | $16,117 |
| Woodbury Financial Services Inc | BROKER/DEALER | $0 | $16,117 |
| Qualified Plan Consultants, LLC | THIRD PARTY ADMIN. | $0 | $5,194 |