2023 Form 5500 filing — Intercept Interactive Retirement 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 20241009144636NAL0018570673001) for Intercept Interactive Retirement Plan, reported by Intercept Interactive Inc. under EIN 13-4161931 and plan number 003. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144636NAL0018570673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercept Interactive Inc.
- EIN
- 13-4161931
- Plan number
- 003
- Location
- New York, NY
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,929,846
- Total liabilities (EOY)
- $2,578
- Net assets (EOY)
- $22,927,268
- Employer contributions
- $1,065,700
- Participant contributions
- $1,736,692
- Total income / additions
- $6,519,913
- Benefits paid
- $1,486,874
- Administrative expenses
- $3,130
- Total expenses
- $1,490,004
- Net increase / (decrease)
- $5,029,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Consultants Inc. | THIRDPARTY ADMINISTRATOR | $0 | $9,777 |