2023 Form 5500 filing — Intera Incorporated Employees Savings 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 20241009160250NAL0019590673001) for Intera Incorporated Employees Savings Trust, reported by Intera Incorporated under EIN 74-3010638 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39.7MReported net assets$39,717,691
Participants238
Provider compensation$7352 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009160250NAL0019590673001
Plan sponsor
Intera Incorporated
EIN
74-3010638
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39.7M total assets
Net assets$39.7MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$1.1M
Participant$2.2M
Full reported line items
Total assets (EOY)
$39,717,691
Total liabilities (EOY)
$0
Net assets (EOY)
$39,717,691
Employer contributions
$1,137,070
Participant contributions
$2,206,574
Total income / additions
$8,769,741
Benefits paid
$1,938,031
Administrative expenses
$735
Total expenses
$1,938,766
Net increase / (decrease)
$6,830,975
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $9.5K
  2. 2
    RECORDKEEPER · Direct -$8.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009160250NAL0019590673001 cover?
It is the 2023 Form 5500 filing for Intera Incorporated Employees Savings Trust, reported by Intera Incorporated (EIN 74-3010638).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages